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Global Financial Private Client’s Edgewell Personal Care EPC Stock Holding History

Global Financial Private Client’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
-12
Closed -$375 – 644
2025
Q1 		$375 Buy
12
+8
+200% +$252 ﹤0.01% 1382
2024
Q4 		$134 Buy
+4
New +$141 ﹤0.01% 1410

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

Global Financial Private Client's EPC Position: Q2 2025 in Review

Global Financial Private Client sold out of Edgewell Personal Care (EPC) in Q2 2025, closing a stake of 12 shares — an estimated $375 sold.

Global Financial Private Client first reported a position in EPC in Q4 2024 and held it in 2 quarters. The position peaked at $375 in Q1 2025. 236 funds tracked by Wall St. Rank hold EPC as of Q2 2025.

  • Global Financial Private Client reported no remaining Edgewell Personal Care position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 12 Edgewell Personal Care shares in Q2 2025, an estimated $375.
  • Global Financial Private Client first reported a position in Edgewell Personal Care in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Edgewell Personal Care position peaked at $375 in Q1 2025.
  • 236 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.