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Clearstead Advisors’s Edgewell Personal Care EPC Stock Holding History

Clearstead 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
2026
Q2 		$377 Buy
+14
New +$299 ﹤0.01% 3014
2025
Q4 		– Sell
-21
Closed -$428 – 2901
2025
Q3 		$428 Buy
+21
New +$493 ﹤0.01% 2757

Other funds holding EPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $868M AUM 14.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Clearstead Advisors's EPC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Edgewell Personal Care (EPC) in Q2 2026: 14 shares worth $377. The stake represents ﹤0.01% of the portfolio and ranks #3014 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in EPC as recently as Q3 2025.

Clearstead Advisors first reported a position in EPC in Q3 2025 and has held it in 2 quarters since. The position peaked at $428 in Q3 2025. 83 funds tracked by Wall St. Rank hold EPC as of Q2 2026.

  • Clearstead Advisors held 14 shares of Edgewell Personal Care worth $377 as of Q2 2026.
  • Edgewell Personal Care was a new Clearstead Advisors position in Q2 2026.
  • Edgewell Personal Care made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3014 holding.
  • Clearstead Advisors first reported a position in Edgewell Personal Care in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Edgewell Personal Care position peaked at $428 in Q3 2025.
  • 83 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.