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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
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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's EBS Position: Q2 2026 in Review

True Wealth Design reduced its Emergent Biosolutions (EBS) stake by 2.9% in Q2 2026, selling an estimated $75 and leaving 302 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

True Wealth Design first reported a position in EBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.58K in Q1 2026. 20 funds tracked by Wall St. Rank hold EBS as of Q2 2026.

  • True Wealth Design held 302 shares of Emergent Biosolutions worth $2.53K as of Q2 2026.
  • True Wealth Design sold 9 Emergent Biosolutions shares in Q2 2026, an estimated $75.
  • Emergent Biosolutions made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1590 holding.
  • True Wealth Design first reported a position in Emergent Biosolutions in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's Emergent Biosolutions position peaked at $2.58K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.