Bell Investment Advisors’s Edgewell Personal Care EPC Stock Holding History

Bell Investment Advisors’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	-40	Closed	-$937	–	1903
2025 Q2	$937	Hold	40	–	–	﹤0.01%	1605
2025 Q1	$1.25K	Sell	40 -14	-26%	-$440	﹤0.01%	1479
2024 Q4	$1.81K	Buy	54 +29	+116%	+$1.02K	﹤0.01%	1373
2024 Q3	$909	Hold	25	–	–	﹤0.01%	1625
2024 Q2	$1K	Hold	25	–	–	﹤0.01%	1608
2024 Q1	$966	Hold	25	–	–	﹤0.01%	1618
2023 Q4	$916	Hold	25	–	–	﹤0.01%	1620
2023 Q3	$924	Buy	25 +12	+92%	+$463	﹤0.01%	1601
2023 Q2	$538	Hold	13	–	–	﹤0.01%	1814
2023 Q1	$552	Hold	13	–	–	﹤0.01%	1777
2022 Q4	$501	Hold	13	–	–	﹤0.01%	1837
2022 Q3	$0	Buy	+13	New	+$507	﹤0.01%	1789
2021 Q4	$1K	Sell	13 -12	-48%	-$484	﹤0.01%	1419
2021 Q3	$1K	Buy	+25	New	+$1.03K	﹤0.01%	1359

Other funds holding EPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Bell Investment Advisors's EPC Position: Q3 2025 in Review

Bell Investment Advisors sold out of Edgewell Personal Care (EPC) in Q3 2025, closing a stake of 40 shares — an estimated $937 sold.

Bell Investment Advisors first reported a position in EPC in Q3 2021 and held it in 14 quarters. The position peaked at $1.81K in Q4 2024. 222 funds tracked by Wall St. Rank hold EPC as of Q3 2025.

Bell Investment Advisors reported no remaining Edgewell Personal Care position as of Q3 2025 after selling out during the quarter.
Bell Investment Advisors sold 40 Edgewell Personal Care shares in Q3 2025, an estimated $937.
Bell Investment Advisors first reported a position in Edgewell Personal Care in Q3 2021 and held it in 14 quarters.
Bell Investment Advisors's Edgewell Personal Care position peaked at $1.81K in Q4 2024.
222 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.