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Whipplewood Advisors’s Embecta EMBC Stock Holding History

Whipplewood Advisors’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
-2
Closed -$18 – 777
2026
Q1 		$18 Buy
+2
New +$21 ﹤0.01% 1063
2025
Q3 		– Sell
-2
Closed -$19 – 567
2025
Q2 		$19 Sell
2
-16
-89% -$180 ﹤0.01% 1201
2025
Q1 		$26 Buy
18
+16
+800% +$256 ﹤0.01% 1208
2024
Q4 		$41 Buy
+2
New +$33 ﹤0.01% 1181

Other funds holding EMBC

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DM
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
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

Whipplewood Advisors's EMBC Position: Q2 2026 in Review

Whipplewood Advisors sold out of Embecta (EMBC) in Q2 2026, closing a stake of 2 shares — an estimated $18 sold.

Whipplewood Advisors first reported a position in EMBC in Q4 2024 and held it in 4 quarters. The position peaked at $41 in Q4 2024. 322 funds tracked by Wall St. Rank hold EMBC as of Q2 2026.

  • Whipplewood Advisors reported no remaining Embecta position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 2 Embecta shares in Q2 2026, an estimated $18.
  • Whipplewood Advisors first reported a position in Embecta in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Embecta position peaked at $41 in Q4 2024.
  • 322 funds tracked by Wall St. Rank held Embecta as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.