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Halbert Hargrove Global Advisors’s Edgewell Personal Care EPC Stock Holding History

Halbert Hargrove Global 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
Q4 		– Sell
-80
Closed -$1.63K – 492
2025
Q3 		$1.63K Buy
+80
New +$1.88K ﹤0.01% 605

Other funds holding EPC

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BIP
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Halbert Hargrove Global Advisors's EPC Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Edgewell Personal Care (EPC) in Q4 2025, closing a stake of 80 shares — an estimated $1.63K sold.

Halbert Hargrove Global Advisors first reported a position in EPC in Q3 2025 and held it in 1 quarter. The position peaked at $1.63K in Q3 2025. 217 funds tracked by Wall St. Rank hold EPC as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Edgewell Personal Care position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 80 Edgewell Personal Care shares in Q4 2025, an estimated $1.63K.
  • Halbert Hargrove Global Advisors first reported a position in Edgewell Personal Care in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Edgewell Personal Care position peaked at $1.63K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.