Mascoma Wealth Management’s Embecta EMBC Stock Holding History

Mascoma Wealth Management’s Portfolio EMBC Stock Details EMBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-27	Closed	-$344	–	475
2025 Q1	$344	Hold	27	–	–	﹤0.01%	487
2024 Q4	$558	Hold	27	–	–	﹤0.01%	502
2024 Q3	$381	Hold	27	–	–	﹤0.01%	449
2024 Q2	$338	Hold	27	–	–	﹤0.01%	485
2024 Q1	$358	Hold	27	–	–	﹤0.01%	446
2023 Q4	$511	Hold	27	–	–	﹤0.01%	457
2023 Q3	$406	Hold	27	–	–	﹤0.01%	494
2023 Q2	$599	Hold	27	–	–	﹤0.01%	468
2023 Q1	$749	Hold	27	–	–	﹤0.01%	569
2022 Q4	$683	Hold	27	–	–	﹤0.01%	595
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	572
2022 Q2	$1K	Buy	+27	New	+$778	﹤0.01%	581

Other funds holding EMBC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return