HighMark Wealth Management’s Edgewell Personal Care EPC Stock Holding History

HighMark Wealth Management’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	-208	Closed	-$4.24K	–	608
2025 Q3	$4.24K	Hold	208	–	–	﹤0.01%	419
2025 Q2	$4.87K	Hold	208	–	–	﹤0.01%	400
2025 Q1	$6.49K	Hold	208	–	–	﹤0.01%	337
2024 Q4	$6.99K	Hold	208	–	–	﹤0.01%	339
2024 Q3	$7.56K	Hold	208	–	–	﹤0.01%	339
2024 Q2	$8.36K	Hold	208	–	–	0.01%	316
2024 Q1	$8.04K	Hold	208	–	–	0.01%	317
2023 Q4	$7.62K	Hold	208	–	–	0.01%	305
2023 Q3	$7.69K	Hold	208	–	–	0.01%	294
2023 Q2	$8.59K	Hold	208	–	–	0.01%	279
2023 Q1	$8.82K	Hold	208	–	–	0.01%	312
2022 Q4	$8.02K	Hold	208	–	–	0.01%	283
2022 Q3	$8K	Hold	208	–	–	0.01%	270
2022 Q2	$7K	Hold	208	–	–	0.01%	295
2022 Q1	$8K	Hold	208	–	–	0.01%	297
2021 Q4	$10K	Hold	208	–	–	0.01%	254
2021 Q3	$8K	Hold	208	–	–	0.01%	280
2021 Q2	$9K	Hold	208	–	–	0.01%	268
2021 Q1	$8K	Hold	208	–	–	0.01%	267
2020 Q4	$7K	Hold	208	–	–	0.01%	283
2020 Q3	$6K	Hold	208	–	–	0.01%	292
2020 Q2	$6K	Hold	208	–	–	0.01%	283
2020 Q1	$5K	Hold	208	–	–	0.01%	225
2019 Q4	$6K	Buy	+208	New	+$6.71K	0.01%	269

Other funds holding EPC

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

BIP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Norges Bank Oslo, Norway $1T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HighMark Wealth Management's EPC Position: Q4 2025 in Review

HighMark Wealth Management sold out of Edgewell Personal Care (EPC) in Q4 2025, closing a stake of 208 shares — an estimated $4.24K sold.

HighMark Wealth Management first reported a position in EPC in Q4 2019 and held it in 24 quarters. The position peaked at $10K in Q4 2021. 217 funds tracked by Wall St. Rank hold EPC as of Q4 2025.

HighMark Wealth Management reported no remaining Edgewell Personal Care position as of Q4 2025 after selling out during the quarter.
HighMark Wealth Management sold 208 Edgewell Personal Care shares in Q4 2025, an estimated $4.24K.
HighMark Wealth Management first reported a position in Edgewell Personal Care in Q4 2019 and held it in 24 quarters.
HighMark Wealth Management's Edgewell Personal Care position peaked at $10K in Q4 2021.
217 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.