TWD
EMBC icon

True Wealth Design’s Embecta EMBC Stock Holding History

True Wealth Design’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
-7
Closed -$62 – 2725
2026
Q1 		$62 Buy
7
+5
+250% +$52 ﹤0.01% 2538
2025
Q4 		$24 Buy
+2
New +$26 ﹤0.01% 2473
2025
Q2 		– Sell
-16
Closed -$204 – 2653
2025
Q1 		$204 Buy
+16
New +$256 ﹤0.01% 1946
2023
Q1 		– Sell
-12
Closed -$303 – 870
2022
Q4 		$303 Buy
+12
New +$367 ﹤0.01% 580

Other funds holding EMBC

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

True Wealth Design sold out of Embecta (EMBC) in Q2 2026, closing a stake of 7 shares — an estimated $62 sold.

True Wealth Design first reported a position in EMBC in Q4 2022 and held it in 4 quarters. The position peaked at $303 in Q4 2022. 35 funds tracked by Wall St. Rank hold EMBC as of Q2 2026.

  • True Wealth Design reported no remaining Embecta position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 7 Embecta shares in Q2 2026, an estimated $62.
  • True Wealth Design first reported a position in Embecta in Q4 2022 and held it in 4 quarters.
  • True Wealth Design's Embecta position peaked at $303 in Q4 2022.
  • 35 funds tracked by Wall St. Rank held Embecta as of Q2 2026.

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