EP Wealth Advisors’s Church & Dwight Co CHD Stock Holding History

EP Wealth Advisors’s Portfolio CHD Stock Details CHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$715K	Sell	7,657 -713	-9%	-$68.5K	﹤0.01%	757
2025 Q4	$702K	Buy	+8,370	New	+$715K	﹤0.01%	727
2025 Q2	$1.05M	Buy	10,906 +8,295	+318%	+$818K	0.01%	555
2025 Q1	$287K	Sell	2,611 -309	-11%	-$33.1K	﹤0.01%	931
2024 Q4	$306K	Buy	2,920 +90	+3%	+$9.49K	﹤0.01%	864
2024 Q3	$296K	Buy	2,830 +371	+15%	+$38.1K	﹤0.01%	867
2024 Q2	$255K	Sell	2,459 -1,264	-34%	-$134K	﹤0.01%	698
2024 Q1	$388K	Sell	3,723 -3,708	-50%	-$371K	﹤0.01%	570
2023 Q4	$703K	Sell	7,431 -552	-7%	-$50.5K	0.01%	429
2023 Q3	$731K	Buy	7,983 +6,105	+325%	+$585K	0.01%	391
2023 Q2	$777K	Sell	1,878 -10,218	-84%	-$962K	0.01%	371
2023 Q1	$8.86K	Buy	+12,096	New	+$1.01M	﹤0.01%	622
2022 Q3	–	Sell	-3,573	Closed	-$331K	–	382
2022 Q2	$331K	Buy	3,573 +30	+0.8%	+$2.83K	0.01%	459
2022 Q1	$352K	Buy	3,543 +2	+0.1%	+$199	0.01%	458
2021 Q4	$363K	Buy	3,541 +261	+8%	+$23.7K	0.01%	423
2021 Q3	$271K	Buy	3,280 +52	+2%	+$4.41K	0.01%	450
2021 Q2	$275K	Buy	+3,228	New	+$279K	0.01%	459

Other funds holding CHD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return