Moisand Fitzgerald Tamayo’s Embecta EMBC Stock Holding History

Moisand Fitzgerald Tamayo’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
2026 Q2	$49	Hold	15	–	–	﹤0.01%	531
2026 Q1	$133	Hold	15	–	–	﹤0.01%	506
2025 Q4	$179	Hold	15	–	–	﹤0.01%	504
2025 Q3	$212	Hold	15	–	–	﹤0.01%	566
2025 Q2	$146	Hold	15	–	–	﹤0.01%	571
2025 Q1	$192	Hold	15	–	–	﹤0.01%	574
2024 Q4	$310	Hold	15	–	–	﹤0.01%	580
2024 Q3	$212	Sell	15 -15	-50%	-$218	﹤0.01%	602
2024 Q2	$375	Hold	30	–	–	﹤0.01%	564
2024 Q1	$399	Hold	30	–	–	﹤0.01%	542
2023 Q4	$568	Sell	30 -27	-47%	-$443	﹤0.01%	602
2023 Q3	$858	Sell	57 -4	-7%	-$75	﹤0.01%	686
2023 Q2	$1.32K	Hold	61	–	–	﹤0.01%	615
2023 Q1	$1.72K	Hold	61	–	–	﹤0.01%	583
2022 Q4	$1.54K	Hold	61	–	–	﹤0.01%	600
2022 Q3	$2K	Hold	61	–	–	﹤0.01%	486
2022 Q2	$2K	Buy	+61	New	+$1.76K	﹤0.01%	403

Other funds holding EMBC

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return