EWA
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EverSource Wealth Advisors’s Edgewell Personal Care EPC Stock Holding History

EverSource 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
2026
Q2 		$18.5K Sell
688
-591
-46% -$12.6K ﹤0.01% 2494
2026
Q1 		$27.3K Buy
1,279
+1,115
+680% +$22.4K ﹤0.01% 2307
2025
Q4 		$2.8K Sell
164
-767
-82% -$14.2K ﹤0.01% 3370
2025
Q3 		$19K Sell
931
-46
-5% -$1.08K ﹤0.01% 2396
2025
Q2 		$22.9K Buy
977
+856
+707% +$23.7K ﹤0.01% 2194
2025
Q1 		$3.78K Buy
121
+97
+404% +$3.05K ﹤0.01% 2632
2024
Q4 		$806 Sell
24
-34
-59% -$1.2K ﹤0.01% 3039
2024
Q3 		$2.11K Hold
58
– – ﹤0.01% 2530
2024
Q2 		$2.27K Buy
58
+5
+9% +$192 ﹤0.01% 2509
2024
Q1 		$1.99K Buy
53
+11
+26% +$415 ﹤0.01% 2386
2023
Q4 		$1.54K Sell
42
-145
-78% -$5.13K ﹤0.01% 2259
2023
Q3 		$6.91K Sell
187
-77
-29% -$2.97K ﹤0.01% 1563
2023
Q2 		$10.9K Hold
264
– – ﹤0.01% 1398
2023
Q1 		$11.2K Sell
264
-101
-28% -$4.23K ﹤0.01% 1307
2022
Q4 		$14.1K Hold
365
– – ﹤0.01% 1195
2022
Q3 		$14K Hold
365
– – ﹤0.01% 1015
2022
Q2 		$13K Buy
365
+101
+38% +$3.63K ﹤0.01% 957
2022
Q1 		$10K Buy
264
+133
+102% +$5.42K ﹤0.01% 964
2021
Q4 		$6K Buy
+131
New +$5.29K ﹤0.01% 1174

Other funds holding EPC

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $868M AUM 14.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return

EverSource Wealth Advisors's EPC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Edgewell Personal Care (EPC) stake by 46% in Q2 2026, selling an estimated $12.6K and leaving 688 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

EverSource Wealth Advisors first reported a position in EPC in Q4 2021 and has held it in 19 quarters since. The position peaked at $27.3K in Q1 2026. 69 funds tracked by Wall St. Rank hold EPC as of Q2 2026.

  • EverSource Wealth Advisors held 688 shares of Edgewell Personal Care worth $18.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 591 Edgewell Personal Care shares in Q2 2026, an estimated $12.6K.
  • Edgewell Personal Care made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2494 holding.
  • EverSource Wealth Advisors first reported a position in Edgewell Personal Care in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Edgewell Personal Care position peaked at $27.3K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.