Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Edgewell Personal Care EPC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$102K Buy
4,803
+452
+10% +$9.1K ﹤0.01% 3245
2025
Q4 		$74K Sell
4,351
-821
-16% -$15.2K ﹤0.01% 3301
2025
Q3 		$105K Buy
5,172
+4,922
+1,969% +$116K ﹤0.01% 2952
2025
Q2 		$6K Sell
250
-584
-70% -$16.2K ﹤0.01% 4529
2025
Q1 		$26K Sell
834
-168
-17% -$5.28K ﹤0.01% 3485
2024
Q4 		$34K Buy
1,002
+44
+5% +$1.55K ﹤0.01% 3079
2024
Q3 		$35K Buy
958
+5
+0.5% +$193 ﹤0.01% 2965
2024
Q2 		$38K Buy
953
+152
+19% +$5.82K ﹤0.01% 2654
2024
Q1 		$31K Hold
801
– – ﹤0.01% 2619
2023
Q4 		$29K Buy
801
+154
+24% +$5.45K ﹤0.01% 2532
2023
Q3 		$24K Sell
647
-123
-16% -$4.75K ﹤0.01% 2558
2023
Q2 		$32K Sell
770
-92
-11% -$3.93K ﹤0.01% 2312
2023
Q1 		$37K Buy
862
+101
+13% +$4.23K ﹤0.01% 2074
2022
Q4 		$29K Buy
761
+9
+1% +$357 ﹤0.01% 2102
2022
Q3 		$28K Buy
752
+45
+6% +$1.75K ﹤0.01% 2002
2022
Q2 		$24K Sell
707
-1,338
-65% -$48.1K ﹤0.01% 2005
2022
Q1 		$75K Sell
2,045
-930
-31% -$37.9K ﹤0.01% 1437
2021
Q4 		$136K Buy
+2,975
New +$120K ﹤0.01% 1182
2021
Q2 		$28K Hold
648
– – ﹤0.01% 1639
2021
Q1 		$28K Hold
648
– – ﹤0.01% 1639
2020
Q4 		$28K Hold
648
– – ﹤0.01% 1639
2020
Q3 		$28K Hold
648
– – ﹤0.01% 1639
2020
Q2 		$28K Hold
648
– – ﹤0.01% 1639
2020
Q1 		$28K Hold
648
– – ﹤0.01% 1639
2019
Q4 		$28K Hold
648
– – ﹤0.01% 1639
2019
Q3 		$28K Hold
648
– – ﹤0.01% 1639
2019
Q2 		$28K Hold
648
– – ﹤0.01% 1639
2019
Q1 		$28K Buy
+648
New +$27K ﹤0.01% 1639
2014
Q1 		– Sell
-125
Closed -$9K – 252
2013
Q4 		$9K Buy
125
+32
+34% +$2.44K ﹤0.01% 459
2013
Q3 		$6K Buy
+93
New +$6.87K ﹤0.01% 360

Other funds holding EPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
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
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EPC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Edgewell Personal Care (EPC) stake by 10% in Q1 2026, buying an estimated $9.1K and bringing the position to 4,803 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #3245.

Carson Wealth (CWM LLC) first reported a position in EPC in Q3 2013 and has held it in 30 quarters since. The position peaked at $136K in Q4 2021. 222 funds tracked by Wall St. Rank hold EPC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,803 shares of Edgewell Personal Care worth $102K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 452 Edgewell Personal Care shares in Q1 2026, an estimated $9.1K.
  • Edgewell Personal Care made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3245 holding.
  • Carson Wealth (CWM LLC) first reported a position in Edgewell Personal Care in Q3 2013 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Edgewell Personal Care position peaked at $136K in Q4 2021.
  • 222 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.