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Confluence Investment Management’s Edgewell Personal Care EPC Stock Holding History

Confluence Investment 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
Q4 		– Sell
-72,115
Closed -$1.47M – 301
2025
Q3 		$1.47M Sell
72,115
-2,094
-3% -$49.1K 0.02% 178
2025
Q2 		$1.74M Sell
74,209
-7,274
-9% -$202K 0.02% 177
2025
Q1 		$2.54M Sell
81,483
-3,289
-4% -$103K 0.04% 164
2024
Q4 		$2.85M Sell
84,772
-19
-0% -$671 0.04% 160
2024
Q3 		$3.08M Sell
84,791
-2,351
-3% -$90.7K 0.04% 161
2024
Q2 		$3.5M Sell
87,142
-6,258
-7% -$240K 0.05% 153
2024
Q1 		$3.61M Sell
93,400
-13,095
-12% -$494K 0.05% 146
2023
Q4 		$3.9M Sell
106,495
-5,874
-5% -$208K 0.06% 153
2023
Q3 		$4.15M Sell
112,369
-7,557
-6% -$292K 0.06% 143
2023
Q2 		$4.95M Sell
119,926
-8,127
-6% -$347K 0.07% 137
2023
Q1 		$5.43M Sell
128,053
-3,132
-2% -$131K 0.08% 131
2022
Q4 		$5.06M Sell
131,185
-9,094
-6% -$361K 0.08% 143
2022
Q3 		$5.25M Sell
140,279
-14,338
-9% -$559K 0.09% 130
2022
Q2 		$5.34M Sell
154,617
-6,849
-4% -$246K 0.08% 138
2022
Q1 		$5.92M Sell
161,466
-201
-0.1% -$8.2K 0.08% 142
2021
Q4 		$7.39M Sell
161,667
-8,451
-5% -$341K 0.1% 131
2021
Q3 		$6.18M Sell
170,118
-1,482
-0.9% -$60.9K 0.09% 137
2021
Q2 		$7.53M Buy
171,600
+755
+0.4% +$32K 0.1% 124
2021
Q1 		$6.76M Buy
170,845
+8,310
+5% +$288K 0.1% 129
2020
Q4 		$5.62M Buy
162,535
+578
+0.4% +$18.8K 0.08% 135
2020
Q3 		$4.51M Sell
161,957
-2,169
-1% -$64.3K 0.07% 138
2020
Q2 		$5.11M Buy
+164,126
New +$4.6M 0.09% 129

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Confluence Investment Management's EPC Position: Q4 2025 in Review

Confluence Investment Management sold out of Edgewell Personal Care (EPC) in Q4 2025, closing a stake of 72,115 shares — an estimated $1.47M sold.

Confluence Investment Management first reported a position in EPC in Q2 2020 and held it in 22 quarters. The position peaked at $7.53M in Q2 2021. 217 funds tracked by Wall St. Rank hold EPC as of Q4 2025.

  • Confluence Investment Management reported no remaining Edgewell Personal Care position as of Q4 2025 after selling out during the quarter.
  • Confluence Investment Management sold 72,115 Edgewell Personal Care shares in Q4 2025, an estimated $1.47M.
  • Confluence Investment Management first reported a position in Edgewell Personal Care in Q2 2020 and held it in 22 quarters.
  • Confluence Investment Management's Edgewell Personal Care position peaked at $7.53M in Q2 2021.
  • 217 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2025.

Based on Confluence Investment Management's 13F filing for Q4 2025, filed 5 Jan 2026.