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Pacific Capital Wealth Advisors’s Embecta EMBC Stock Holding History

Pacific Capital Wealth Advisors’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
Q1 		– Sell
-23
Closed -$475 – 174
2024
Q4 		$475 Hold
23
– – ﹤0.01% 370
2024
Q3 		$324 Hold
23
– – ﹤0.01% 463
2024
Q2 		$288 Hold
23
– – ﹤0.01% 485
2024
Q1 		$305 Hold
23
– – ﹤0.01% 497
2023
Q4 		$435 Buy
+23
New +$377 ﹤0.01% 316

Other funds holding EMBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's EMBC Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Embecta (EMBC) in Q1 2025, closing a stake of 23 shares — an estimated $475 sold.

Pacific Capital Wealth Advisors first reported a position in EMBC in Q4 2023 and held it in 5 quarters. The position peaked at $475 in Q4 2024. 367 funds tracked by Wall St. Rank hold EMBC as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Embecta position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 23 Embecta shares in Q1 2025, an estimated $475.
  • Pacific Capital Wealth Advisors first reported a position in Embecta in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Embecta position peaked at $475 in Q4 2024.
  • 367 funds tracked by Wall St. Rank held Embecta as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.