EP Wealth Advisors’s Edgewell Personal Care EPC Stock Holding History

EP Wealth 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
2025 Q2	–	Sell	-6,458	Closed	-$202K	–	1439
2025 Q1	$202K	Buy	+6,458	New	+$203K	﹤0.01%	1132
2015 Q3	–	Sell	-2,056	Closed	-$270K	–	143
2015 Q2	$270K	Sell	2,056 -718	-26%	-$74.1K	0.05%	99
2015 Q1	$284K	Hold	2,774	–	–	0.05%	101
2014 Q4	$264K	Sell	2,774 -269	-9%	-$24.7K	0.04%	113
2014 Q3	$278K	Hold	3,043	–	–	0.05%	92
2014 Q2	$275K	Hold	3,043	–	–	0.06%	92
2014 Q1	$227K	Hold	3,043	–	–	0.06%	104
2013 Q4	$244K	Hold	3,043	–	–	0.06%	106
2013 Q3	$206K	Hold	3,043	–	–	0.06%	99
2013 Q2	$227K	Buy	+3,043	New	+$221K	0.08%	70

Other funds holding EPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

EP Wealth Advisors's EPC Position: Q2 2025 in Review

EP Wealth Advisors sold out of Edgewell Personal Care (EPC) in Q2 2025, closing a stake of 6,458 shares — an estimated $202K sold.

EP Wealth Advisors first reported a position in EPC in Q2 2013 and held it in 10 quarters. The position peaked at $284K in Q1 2015. 236 funds tracked by Wall St. Rank hold EPC as of Q2 2025.

EP Wealth Advisors reported no remaining Edgewell Personal Care position as of Q2 2025 after selling out during the quarter.
EP Wealth Advisors sold 6,458 Edgewell Personal Care shares in Q2 2025, an estimated $202K.
EP Wealth Advisors first reported a position in Edgewell Personal Care in Q2 2013 and held it in 10 quarters.
EP Wealth Advisors's Edgewell Personal Care position peaked at $284K in Q1 2015.
236 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.