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EPC icon

Allworth Financial’s Edgewell Personal Care EPC Stock Holding History

Allworth Financial’s Portfolio EPC Stock Details EPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.4K Buy
770
+159
+26% +$3.2K ﹤0.01% 3135
2025
Q4 		$10.4K Buy
611
+590
+2,810% +$10.9K ﹤0.01% 3241
2025
Q3 		$428 Buy
21
+16
+320% +$376 ﹤0.01% 4476
2025
Q2 		$118 Sell
5
-136
-96% -$3.77K ﹤0.01% 4382
2025
Q1 		$4.32K Buy
141
+102
+262% +$3.21K ﹤0.01% 2846
2024
Q4 		$1.31K Buy
39
+15
+63% +$530 ﹤0.01% 3310
2024
Q3 		$873 Hold
24
– – ﹤0.01% 3271
2024
Q2 		$968 Sell
24
-3
-11% -$115 ﹤0.01% 3176
2024
Q1 		$1.04K Hold
27
– – ﹤0.01% 3064
2023
Q4 		$990 Sell
27
-226
-89% -$8K ﹤0.01% 2945
2023
Q3 		$9.35K Buy
253
+21
+9% +$811 ﹤0.01% 1866
2023
Q2 		$9.58K Buy
232
+200
+625% +$8.55K ﹤0.01% 1875
2023
Q1 		$1.36K Hold
32
– – ﹤0.01% 2556
2022
Q4 		$1.23K Sell
32
-313
-91% -$12.4K ﹤0.01% 2405
2022
Q3 		$13K Buy
345
+313
+978% +$12.2K ﹤0.01% 1477
2022
Q2 		$1K Hold
32
– – ﹤0.01% 2135
2022
Q1 		$1K Buy
32
+27
+540% +$1.1K ﹤0.01% 1918
2021
Q4 		$0 Hold
5
– – ﹤0.01% 1985
2021
Q3 		$0 Buy
+5
New +$205 ﹤0.01% 1898

Other funds holding EPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Allworth Financial's EPC Position: Q1 2026 in Review

Allworth Financial increased its Edgewell Personal Care (EPC) stake by 26% in Q1 2026, buying an estimated $3.2K and bringing the position to 770 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3135.

Allworth Financial first reported a position in EPC in Q3 2021 and has held it in 19 quarters since. 222 funds tracked by Wall St. Rank hold EPC as of Q1 2026.

  • Allworth Financial held 770 shares of Edgewell Personal Care worth $16.4K as of Q1 2026.
  • Allworth Financial bought 159 Edgewell Personal Care shares in Q1 2026, an estimated $3.2K.
  • Edgewell Personal Care made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3135 holding.
  • Allworth Financial first reported a position in Edgewell Personal Care in Q3 2021 and has held it in 19 quarters since.
  • 222 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.