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Cornerstone Planning Group’s Edgewell Personal Care EPC Stock Holding History

Cornerstone Planning Group’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
Q2 		– Sell
-6
Closed -$182 – 1582
2025
Q1 		$182 Buy
+6
New +$189 ﹤0.01% 1471

Other funds holding EPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Cornerstone Planning Group's EPC Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Edgewell Personal Care (EPC) in Q2 2025, closing a stake of 6 shares — an estimated $182 sold.

Cornerstone Planning Group first reported a position in EPC in Q1 2025 and held it in 1 quarter. The position peaked at $182 in Q1 2025. 236 funds tracked by Wall St. Rank hold EPC as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Edgewell Personal Care position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 6 Edgewell Personal Care shares in Q2 2025, an estimated $182.
  • Cornerstone Planning Group first reported a position in Edgewell Personal Care in Q1 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Edgewell Personal Care position peaked at $182 in Q1 2025.
  • 236 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.