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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

Other funds holding EPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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.