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JFS Wealth Advisors’s Edgewell Personal Care EPC Stock Holding History

JFS 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
Q3 		– Sell
-15
Closed -$352 – 1918
2025
Q2 		$352 Buy
15
+5
+50% +$139 ﹤0.01% 1744
2025
Q1 		$313 Sell
10
-34
-77% -$1.07K ﹤0.01% 1810
2024
Q4 		$1.48K Sell
44
-8
-15% -$283 ﹤0.01% 1581
2024
Q3 		$1.89K Buy
52
+12
+30% +$463 ﹤0.01% 1515
2024
Q2 		$1.61K Hold
40
– – ﹤0.01% 1516
2024
Q1 		$1.55K Buy
40
+11
+38% +$415 ﹤0.01% 1532
2023
Q4 		$1.06K Sell
29
-14
-33% -$495 ﹤0.01% 1647
2023
Q3 		$1.59K Sell
43
-12
-22% -$463 ﹤0.01% 1451
2023
Q2 		$2.27K Hold
55
– – ﹤0.01% 1335
2023
Q1 		$2.33K Sell
55
-3
-5% -$126 ﹤0.01% 1296
2022
Q4 		$2.23K Buy
58
+1
+2% +$40 ﹤0.01% 1331
2022
Q3 		$2K Buy
57
+22
+63% +$858 ﹤0.01% 1310
2022
Q2 		$1K Sell
35
-4
-10% -$144 ﹤0.01% 1513
2022
Q1 		$1K Buy
39
+21
+117% +$856 ﹤0.01% 1627
2021
Q4 		$1K Buy
+18
New +$726 ﹤0.01% 1334
2016
Q2 		– Sell
-50
Closed -$4K – 536
2016
Q1 		$4K Hold
50
– – ﹤0.01% 464
2015
Q4 		$4K Buy
+50
New +$4.05K ﹤0.01% 465

Other funds holding EPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $14.3B AUM 23.11% 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
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
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

JFS Wealth Advisors's EPC Position: Q3 2025 in Review

JFS Wealth Advisors sold out of Edgewell Personal Care (EPC) in Q3 2025, closing a stake of 15 shares — an estimated $352 sold.

JFS Wealth Advisors first reported a position in EPC in Q4 2015 and held it in 17 quarters. The position peaked at $4K in Q1 2016. 222 funds tracked by Wall St. Rank hold EPC as of Q3 2025.

  • JFS Wealth Advisors reported no remaining Edgewell Personal Care position as of Q3 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 15 Edgewell Personal Care shares in Q3 2025, an estimated $352.
  • JFS Wealth Advisors first reported a position in Edgewell Personal Care in Q4 2015 and held it in 17 quarters.
  • JFS Wealth Advisors's Edgewell Personal Care position peaked at $4K in Q1 2016.
  • 222 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2025.

Based on JFS Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.