Polen Capital Management
EMBJ

Polen Capital Management’s Embraer S.A. ADS EMBJ Stock Holding History

Polen Capital Management’s Portfolio EMBJ Stock Details EMBJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$938K Buy
14,701
+5,563
+61% +$341K 0.01% 167
2026
Q1 		$542K Buy
9,138
+1,214
+15% +$83.1K ﹤0.01% 176
2025
Q4 		$510K Sell
7,924
-11,934
-60% -$748K ﹤0.01% 169
2025
Q3 		$1.2M Sell
19,858
-2,426
-11% -$137K ﹤0.01% 127
2025
Q2 		$1.27M Buy
+22,284
New +$1.05M ﹤0.01% 125

Other funds holding EMBJ

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Polen Capital Management's EMBJ Position: Q2 2026 in Review

Polen Capital Management increased its Embraer S.A. ADS (EMBJ) stake by 61% in Q2 2026, buying an estimated $341K and bringing the position to 14,701 shares worth $938K. The position accounts for 0.01% of the portfolio, ranked #167.

Polen Capital Management first reported a position in EMBJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.27M in Q2 2025. 356 funds tracked by Wall St. Rank hold EMBJ as of Q2 2026.

  • Polen Capital Management held 14,701 shares of Embraer S.A. ADS worth $938K as of Q2 2026.
  • Polen Capital Management bought 5,563 Embraer S.A. ADS shares in Q2 2026, an estimated $341K.
  • Embraer S.A. ADS made up 0.01% of Polen Capital Management's portfolio in Q2 2026, its #167 holding.
  • Polen Capital Management first reported a position in Embraer S.A. ADS in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's Embraer S.A. ADS position peaked at $1.27M in Q2 2025.
  • 356 funds tracked by Wall St. Rank held Embraer S.A. ADS as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.