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Bay Harbor Wealth Management’s Edgewell Personal Care EPC Stock Holding History

Bay Harbor Wealth Management’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
Q3 		– Sell
-2
Closed -$47 – 1299
2025
Q2 		$47 Buy
2
+1
+100% +$28 ﹤0.01% 1197
2025
Q1 		$31 Buy
+1
New +$31 ﹤0.01% 1083

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Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Bay Harbor Wealth Management's EPC Position: Q3 2025 in Review

Bay Harbor Wealth Management sold out of Edgewell Personal Care (EPC) in Q3 2025, closing a stake of 2 shares — an estimated $47 sold.

Bay Harbor Wealth Management first reported a position in EPC in Q1 2025 and held it in 2 quarters. The position peaked at $47 in Q2 2025. 222 funds tracked by Wall St. Rank hold EPC as of Q3 2025.

  • Bay Harbor Wealth Management reported no remaining Edgewell Personal Care position as of Q3 2025 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 2 Edgewell Personal Care shares in Q3 2025, an estimated $47.
  • Bay Harbor Wealth Management first reported a position in Edgewell Personal Care in Q1 2025 and held it in 2 quarters.
  • Bay Harbor Wealth Management's Edgewell Personal Care position peaked at $47 in Q2 2025.
  • 222 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.