Y-Intercept (HK)’s Embecta EMBC Stock Holding History

Y-Intercept (HK)’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	$403K	Buy	123,701 +60,814	+97%	+$332K	0.01%	1370
2026 Q1	$556K	Sell	62,887 -23,892	-28%	-$249K	0.01%	1237
2025 Q4	$1.03M	Buy	+86,779	New	+$1.14M	0.02%	967
2024 Q4	–	Sell	-16,729	Closed	-$236K	–	1302
2024 Q3	$236K	Sell	16,729 -5,283	-24%	-$76.8K	0.01%	1101
2024 Q2	$275K	Sell	22,012 -26,314	-54%	-$319K	0.02%	1057
2024 Q1	$641K	Buy	48,326 +26,838	+125%	+$416K	0.05%	587
2023 Q4	$407K	Buy	+21,488	New	+$353K	0.04%	695
2023 Q3	–	Sell	-18,445	Closed	-$398K	–	1179
2023 Q2	$398K	Sell	18,445 -293	-2%	-$7.99K	0.04%	658
2023 Q1	$527K	Buy	+18,738	New	+$532K	0.06%	504

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Y-Intercept (HK)'s EMBC Position: Q2 2026 in Review

Y-Intercept (HK) increased its Embecta (EMBC) stake by 97% in Q2 2026, buying an estimated $332K and bringing the position to 123,701 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #1370.

Y-Intercept (HK) first reported a position in EMBC in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.03M in Q4 2025. 35 funds tracked by Wall St. Rank hold EMBC as of Q2 2026.

Y-Intercept (HK) held 123,701 shares of Embecta worth $403K as of Q2 2026.
Y-Intercept (HK) bought 60,814 Embecta shares in Q2 2026, an estimated $332K.
Embecta made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1370 holding.
Y-Intercept (HK) first reported a position in Embecta in Q1 2023 and has held it in 9 quarters since.
Y-Intercept (HK)'s Embecta position peaked at $1.03M in Q4 2025.
35 funds tracked by Wall St. Rank held Embecta as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.