Avion Wealth’s Edgewell Personal Care EPC Stock Holding History

Avion Wealth’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
2025 Q4	–	Sell	-25	Closed	–	–	1334
2025 Q3	$0	Buy	25 +8	+47%	+$188	﹤0.01%	1289
2025 Q2	$0	Buy	+17	New	+$471	﹤0.01%	1286
2023 Q4	–	Sell	-13	Closed	–	–	1148
2023 Q3	$0	Buy	+13	New	+$502	﹤0.01%	912

Other funds holding EPC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avion Wealth's EPC Position: Q4 2025 in Review

Avion Wealth sold out of Edgewell Personal Care (EPC) in Q4 2025, closing a stake of 25 shares.

Avion Wealth first reported a position in EPC in Q3 2023 and held it in 3 quarters. The position peaked at $0 in Q3 2025. 217 funds tracked by Wall St. Rank hold EPC as of Q4 2025.

Avion Wealth reported no remaining Edgewell Personal Care position as of Q4 2025 after selling out during the quarter.
Avion Wealth sold 25 Edgewell Personal Care shares in Q4 2025.
Avion Wealth first reported a position in Edgewell Personal Care in Q3 2023 and held it in 3 quarters.
Avion Wealth's Edgewell Personal Care position peaked at $0 in Q3 2025.
217 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.