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Merit Financial Group’s Edgewell Personal Care EPC Stock Holding History

Merit Financial Group’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
2026
Q2 		– Sell
-13,620
Closed -$291K – 2384
2026
Q1 		$291K Buy
13,620
+917
+7% +$18.5K ﹤0.01% 1674
2025
Q4 		$217K Buy
+12,703
New +$235K ﹤0.01% 1774

Other funds holding EPC

BlackRock
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Merit Financial Group's EPC Position: Q2 2026 in Review

Merit Financial Group sold out of Edgewell Personal Care (EPC) in Q2 2026, closing a stake of 13,620 shares — an estimated $291K sold.

Merit Financial Group first reported a position in EPC in Q4 2025 and held it in 2 quarters. The position peaked at $291K in Q1 2026. 223 funds tracked by Wall St. Rank hold EPC as of Q2 2026.

  • Merit Financial Group reported no remaining Edgewell Personal Care position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 13,620 Edgewell Personal Care shares in Q2 2026, an estimated $291K.
  • Merit Financial Group first reported a position in Edgewell Personal Care in Q4 2025 and held it in 2 quarters.
  • Merit Financial Group's Edgewell Personal Care position peaked at $291K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.