EWA
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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
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