Spire Wealth Management’s Embecta EMBC Stock Holding History

Spire 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
2026 Q2	$1.32K	Buy	+404	New	+$2.2K	﹤0.01%	2090
2024 Q2	–	Sell	-39	Closed	-$518	–	2259
2024 Q1	$518	Sell	39 -28	-42%	-$434	﹤0.01%	2294
2023 Q4	$1.13K	Sell	67 -11	-14%	-$180	﹤0.01%	2245
2023 Q3	$1.17K	Sell	78 -47	-38%	-$881	﹤0.01%	2224
2023 Q2	$2.7K	Sell	125 -2	-2%	-$55	﹤0.01%	2141
2023 Q1	$3.57K	Buy	127 +65	+105%	+$1.84K	﹤0.01%	2116
2022 Q4	$2K	Sell	62 -26	-30%	-$794	﹤0.01%	2034
2022 Q3	$3K	Sell	88 -296	-77%	-$8.76K	﹤0.01%	1855
2022 Q2	$10K	Buy	+384	New	+$11.1K	﹤0.01%	1908

Other funds holding EMBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCM

Brigade Capital Management New York $534M AUM 44.37% 1-Year Est. Return

Spire Wealth Management's EMBC Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Embecta (EMBC) in Q2 2026: 404 shares worth $1.32K. The stake represents ﹤0.01% of the portfolio and ranks #2090 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in EMBC as recently as Q1 2024.

Spire Wealth Management first reported a position in EMBC in Q2 2022 and has held it in 9 quarters since. The position peaked at $10K in Q2 2022. 321 funds tracked by Wall St. Rank hold EMBC as of Q2 2026.

Spire Wealth Management held 404 shares of Embecta worth $1.32K as of Q2 2026.
Embecta was a new Spire Wealth Management position in Q2 2026.
Embecta made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2090 holding.
Spire Wealth Management first reported a position in Embecta in Q2 2022 and has held it in 9 quarters since.
Spire Wealth Management's Embecta position peaked at $10K in Q2 2022.
321 funds tracked by Wall St. Rank held Embecta as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.