Clifford Swan Investment Counsel’s Edgewell Personal Care EPC Stock Holding History

Clifford Swan Investment Counsel’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	$3.01M	Sell	140,877 -4,600	-3%	-$92.6K	0.1%	135
2025 Q4	$2.48M	Hold	145,477	–	–	0.08%	143
2025 Q3	$2.96M	Hold	145,477	–	–	0.1%	131
2025 Q2	$3.41M	Hold	145,477	–	–	0.12%	125
2025 Q1	$4.54M	Hold	145,477	–	–	0.17%	113
2024 Q4	$4.89M	Sell	145,477 -1,660	-1%	-$58.6K	0.18%	110
2024 Q3	$5.35M	Hold	147,137	–	–	0.19%	107
2024 Q2	$5.91M	Hold	147,137	–	–	0.22%	99
2024 Q1	$5.69M	Hold	147,137	–	–	0.21%	102
2023 Q4	$5.39M	Hold	147,137	–	–	0.21%	104
2023 Q3	$5.44M	Hold	147,137	–	–	0.23%	99
2023 Q2	$6.08M	Hold	147,137	–	–	0.25%	98
2023 Q1	$6.24M	Hold	147,137	–	–	0.26%	100
2022 Q4	$5.67M	Sell	147,137 -300	-0.2%	-$11.9K	0.25%	103
2022 Q3	$5.51M	Hold	147,437	–	–	0.26%	100
2022 Q2	$5.09M	Hold	147,437	–	–	0.22%	106
2022 Q1	$5.41M	Hold	147,437	–	–	0.2%	109
2021 Q4	$6.74M	Sell	147,437 -300	-0.2%	-$12.1K	0.24%	103
2021 Q3	$5.26M	Sell	147,737 -2,300	-2%	-$94.5K	0.19%	109
2021 Q2	$6.17M	Sell	150,037 -3,600	-2%	-$153K	0.23%	102
2021 Q1	$6.08M	Buy	153,637 +2,600	+2%	+$90K	0.25%	101
2020 Q4	$5.22M	Sell	151,037 -7,450	-5%	-$242K	0.23%	103
2020 Q3	$4.42M	Sell	158,487 -5,000	-3%	-$148K	0.21%	102
2020 Q2	$5.09M	Sell	163,487 -5,000	-3%	-$140K	0.26%	96
2020 Q1	$4.06M	Sell	168,487 -10,700	-6%	-$320K	0.25%	98
2019 Q4	$5.55M	Sell	179,187 -10,100	-5%	-$326K	0.27%	99
2019 Q3	$6.15M	Sell	189,287 -4,100	-2%	-$122K	0.32%	91
2019 Q2	$5.21M	Sell	193,387 -900	-0.5%	-$32.1K	0.27%	94
2019 Q1	$8.53M	Sell	194,287 -2,500	-1%	-$104K	0.46%	70
2018 Q4	$7.35M	Hold	196,787	–	–	0.45%	69
2018 Q3	$9.1M	Sell	196,787 -470	-0.2%	-$24.9K	0.47%	69
2018 Q2	$9.95M	Sell	197,257 -5,025	-2%	-$231K	0.56%	60
2018 Q1	$9.88M	Hold	202,282	–	–	0.56%	64
2017 Q4	$12M	Buy	202,282 +188,553	+1,373%	+$11.9M	0.65%	55
2017 Q3	$999K	Hold	13,729	–	–	0.06%	153
2017 Q2	$1.04M	Hold	13,729	–	–	0.07%	147
2017 Q1	$1M	Hold	13,729	–	–	0.06%	146
2016 Q4	$1M	Hold	13,729	–	–	0.07%	146
2016 Q3	$1.09M	Hold	13,729	–	–	0.07%	140
2016 Q2	$1.16M	Hold	13,729	–	–	0.08%	135
2016 Q1	$1.11M	Hold	13,729	–	–	0.08%	140
2015 Q4	$1.08M	Sell	13,729 -154	-1%	-$12.5K	0.07%	149
2015 Q3	$1.13M	Hold	13,883	–	–	0.08%	138
2015 Q2	$1.83M	Sell	13,883 -4,845	-26%	-$500K	0.12%	118
2015 Q1	$1.92M	Buy	18,728 +1,237	+7%	+$123K	0.13%	117
2014 Q4	$1.67M	Hold	17,491	–	–	0.11%	116
2014 Q3	$1.6M	Hold	17,491	–	–	0.11%	118
2014 Q2	$1.58M	Hold	17,491	–	–	0.11%	117
2014 Q1	$1.31M	Buy	17,491 +10,341	+145%	+$756K	0.09%	121
2013 Q4	$574K	Hold	7,150	–	–	0.04%	156
2013 Q3	$483K	Hold	7,150	–	–	0.04%	165
2013 Q2	$533K	Buy	+7,150	New	+$520K	0.04%	154

Other funds holding EPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Clifford Swan Investment Counsel's EPC Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its Edgewell Personal Care (EPC) stake by 3.2% in Q1 2026, selling an estimated $92.6K and leaving 140,877 shares worth $3.01M. The position accounts for 0.1% of the portfolio, ranked #135.

Clifford Swan Investment Counsel first reported a position in EPC in Q2 2013 and has held it in 52 quarters since. The position peaked at $12M in Q4 2017. 222 funds tracked by Wall St. Rank hold EPC as of Q1 2026.

Clifford Swan Investment Counsel held 140,877 shares of Edgewell Personal Care worth $3.01M as of Q1 2026.
Clifford Swan Investment Counsel sold 4,600 Edgewell Personal Care shares in Q1 2026, an estimated $92.6K.
Edgewell Personal Care made up 0.1% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #135 holding.
Clifford Swan Investment Counsel first reported a position in Edgewell Personal Care in Q2 2013 and has held it in 52 quarters since.
Clifford Swan Investment Counsel's Edgewell Personal Care position peaked at $12M in Q4 2017.
222 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.