Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SPIA
Steward Partners Investment Advisory’s
Embecta
EMBC
Stock Holding History
Steward Partners Investment Advisory’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
Q1
$1.65K
Buy
187
+21
+13%
+$219
﹤0.01%
4102
2025
Q4
$1.97K
Hold
166
–
–
﹤0.01%
3965
2025
Q3
$2.34K
Buy
166
+10
+6%
+$126
﹤0.01%
3880
2025
Q2
$1.51K
Sell
156
-70
-31%
-$787
﹤0.01%
3794
2025
Q1
$2.88K
Sell
226
-205
-48%
-$3.28K
﹤0.01%
3553
2024
Q4
$8.89K
Sell
431
-44
-9%
-$721
﹤0.01%
3144
2024
Q3
$6.7K
Sell
475
-382
-45%
-$5.56K
﹤0.01%
3102
2024
Q2
$10.7K
Sell
857
-195
-19%
-$2.37K
﹤0.01%
2798
2024
Q1
$14K
Sell
1,052
-33
-3%
-$511
﹤0.01%
2672
2023
Q4
$20.5K
Sell
1,085
-155
-13%
-$2.54K
﹤0.01%
2400
2023
Q3
$18.7K
Sell
1,240
-141
-10%
-$2.64K
﹤0.01%
2341
2023
Q2
$29.8K
Sell
1,381
-257
-16%
-$7.01K
﹤0.01%
2086
2023
Q1
$46.1K
Sell
1,638
-97
-6%
-$2.75K
﹤0.01%
1887
2022
Q4
$43.9K
Sell
1,735
-343
-17%
-$10.5K
﹤0.01%
1890
2022
Q3
$60K
Sell
2,078
-119
-5%
-$3.52K
﹤0.01%
1707
2022
Q2
$56K
Buy
2,197
+2,147
+4,294%
+$61.9K
﹤0.01%
1748
2022
Q1
$2K
Buy
+50
New
+$2.06K
﹤0.01%
3074
Other funds holding EMBC
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
YAM
Yacktman Asset Management
Austin, Texas
$7.5B AUM
22.48%
1-Year Est. Return
RRAM
River Road Asset Management
Louisville, Kentucky
$8.82B AUM
7.52%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
DM
Deerfield Management
New York
$8.48B AUM
99.04%
1-Year Est. Return
JFG
Jefferies Financial Group
New York
$8.2B AUM
40.95%
1-Year Est. Return
SCM
Sio Capital Management
New York
$694M AUM
79.73%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close