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Mattson Financial Services’s Edgewell Personal Care EPC Stock Holding History

Mattson Financial Services’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
-200
Closed -$6.24K – 217
2025
Q1 		$6.24K Hold
200
– – ﹤0.01% 263
2024
Q4 		$7.27K Buy
+200
New +$7.06K ﹤0.01% 269

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BIP
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American Century Companies
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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

Mattson Financial Services's EPC Position: Q2 2025 in Review

Mattson Financial Services sold out of Edgewell Personal Care (EPC) in Q2 2025, closing a stake of 200 shares — an estimated $6.24K sold.

Mattson Financial Services first reported a position in EPC in Q4 2024 and held it in 2 quarters. The position peaked at $7.27K in Q4 2024. 236 funds tracked by Wall St. Rank hold EPC as of Q2 2025.

  • Mattson Financial Services reported no remaining Edgewell Personal Care position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 200 Edgewell Personal Care shares in Q2 2025, an estimated $6.24K.
  • Mattson Financial Services first reported a position in Edgewell Personal Care in Q4 2024 and held it in 2 quarters.
  • Mattson Financial Services's Edgewell Personal Care position peaked at $7.27K in Q4 2024.
  • 236 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.