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Root Financial Partners’s Embecta EMBC Stock Holding History

Root Financial Partners’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 		– Sell
-59
Closed -$522 – 1230
2026
Q1 		$522 Buy
+59
New +$615 ﹤0.01% 2846

Other funds holding EMBC

CAMG
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CWP
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YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
HWAM
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 $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Root Financial Partners's EMBC Position: Q2 2026 in Review

Root Financial Partners sold out of Embecta (EMBC) in Q2 2026, closing a stake of 59 shares — an estimated $522 sold.

Root Financial Partners first reported a position in EMBC in Q1 2026 and held it in 1 quarter. The position peaked at $522 in Q1 2026. 86 funds tracked by Wall St. Rank hold EMBC as of Q2 2026.

  • Root Financial Partners reported no remaining Embecta position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 59 Embecta shares in Q2 2026, an estimated $522.
  • Root Financial Partners first reported a position in Embecta in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Embecta position peaked at $522 in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Embecta as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.