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EBS icon

True Wealth Design’s Emergent Biosolutions EBS Stock Holding History

True Wealth Design’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$674 Sell
102
-200
-66% -$1.31K ﹤0.01% 2054
2026
Q2 		$2.53K Sell
302
-9
-3% -$75 ﹤0.01% 1590
2026
Q1 		$2.58K Buy
311
+107
+52% +$1.11K ﹤0.01% 1439
2025
Q4 		$2.52K Buy
204
+15
+8% +$161 ﹤0.01% 1363
2025
Q3 		$1.67K Buy
+189
New +$1.47K ﹤0.01% 1537

Other funds holding EBS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

True Wealth Design's EBS Position: Q3 2026 in Review

True Wealth Design reduced its Emergent Biosolutions (EBS) stake by 66% in Q3 2026, selling an estimated $1.31K and leaving 102 shares worth $674. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

True Wealth Design first reported a position in EBS in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.58K in Q1 2026. 6 funds tracked by Wall St. Rank hold EBS as of Q3 2026.

  • True Wealth Design held 102 shares of Emergent Biosolutions worth $674 as of Q3 2026.
  • True Wealth Design sold 200 Emergent Biosolutions shares in Q3 2026, an estimated $1.31K.
  • Emergent Biosolutions made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2054 holding.
  • True Wealth Design first reported a position in Emergent Biosolutions in Q3 2025 and has held it in 5 quarters since.
  • True Wealth Design's Emergent Biosolutions position peaked at $2.58K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.