AssetMark Inc’s Edgewell Personal Care EPC Stock Holding History

AssetMark Inc’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 Q3	$5.69K	Buy	+211	New	+$5.87K	﹤0.01%	2723
2025 Q1	–	Sell	-3	Closed	-$101	–	2660
2024 Q4	$101	Buy	+3	New	+$106	﹤0.01%	2527
2018 Q1	–	Sell	-5	Closed	–	–	1576
2017 Q4	$0	Buy	+5	New	+$315	﹤0.01%	1940
2016 Q4	–	Sell	-67	Closed	-$5K	–	1281
2016 Q3	$5K	Hold	67	–	–	﹤0.01%	1042
2016 Q2	$6K	Hold	67	–	–	﹤0.01%	1008
2016 Q1	$5K	Sell	67 -26	-28%	-$1.99K	﹤0.01%	961
2015 Q4	$7K	Buy	+93	New	+$7.54K	﹤0.01%	923

Other funds holding EPC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Clifford Swan Investment Counsel Pasadena, California $3.14B AUM 23.84% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

AssetMark Inc's EPC Position: Q3 2026 in Review

AssetMark Inc opened a new position in Edgewell Personal Care (EPC) in Q3 2026: 211 shares worth $5.69K. The stake represents ﹤0.01% of the portfolio and ranks #2723 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in EPC as recently as Q4 2024.

AssetMark Inc first reported a position in EPC in Q4 2015 and has held it in 7 quarters since. The position peaked at $7K in Q4 2015. 107 funds tracked by Wall St. Rank hold EPC as of Q3 2026.

AssetMark Inc held 211 shares of Edgewell Personal Care worth $5.69K as of Q3 2026.
Edgewell Personal Care was a new AssetMark Inc position in Q3 2026.
Edgewell Personal Care made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2723 holding.
AssetMark Inc first reported a position in Edgewell Personal Care in Q4 2015 and has held it in 7 quarters since.
AssetMark Inc's Edgewell Personal Care position peaked at $7K in Q4 2015.
107 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.