Moneta Group Investment Advisors’s Edgewell Personal Care EPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $485K | Sell |
22,718
-1,000
| -4% | -$20.1K | ﹤0.01% | 511 |
|
|
2025
Q4 | $404K | Sell |
23,718
-6,671
| -22% | -$123K | ﹤0.01% | 554 |
|
|
2025
Q3 | $619K | Sell |
30,389
-1,048
| -3% | -$24.6K | ﹤0.01% | 441 |
|
|
2025
Q2 | $736K | Buy |
31,437
+114
| +0.4% | +$3.16K | 0.01% | 356 |
|
|
2025
Q1 | $978K | Buy |
+31,323
| New | +$985K | 0.01% | 294 |
|
|
2024
Q3 | – | Sell |
-5,103
| Closed | -$205K | – | 656 |
|
|
2024
Q2 | $205K | Sell |
5,103
-135
| -3% | -$5.17K | ﹤0.01% | 574 |
|
|
2024
Q1 | $202K | Buy |
+5,238
| New | +$198K | ﹤0.01% | 573 |
|
|
2023
Q3 | – | Sell |
-4,966
| Closed | -$205K | – | 539 |
|
|
2023
Q2 | $205K | Buy |
4,966
+135
| +3% | +$5.77K | ﹤0.01% | 512 |
|
|
2023
Q1 | $205K | Buy |
+4,831
| New | +$202K | ﹤0.01% | 496 |
|
|
2018
Q4 | – | Sell |
-4,979
| Closed | -$230K | – | 222 |
|
|
2018
Q3 | $230K | Sell |
4,979
-351
| -7% | -$18.6K | 0.02% | 204 |
|
|
2018
Q2 | $269K | Sell |
5,330
-100
| -2% | -$4.59K | 0.03% | 218 |
|
|
2018
Q1 | $265K | Sell |
5,430
-119
| -2% | -$6.41K | 0.04% | 168 |
|
|
2017
Q4 | $330K | Sell |
5,549
-500
| -8% | -$31.5K | 0.05% | 151 |
|
|
2017
Q3 | $440K | Sell |
6,049
-170
| -3% | -$12.5K | 0.07% | 135 |
|
|
2017
Q2 | $473K | Hold |
6,219
| – | – | 0.08% | 127 |
|
|
2017
Q1 | $455K | Sell |
6,219
-100
| -2% | -$7.61K | 0.09% | 91 |
|
|
2016
Q4 | $461K | Buy |
6,319
+100
| +2% | +$7.73K | 0.09% | 97 |
|
|
2016
Q3 | $495K | Hold |
6,219
| – | – | 0.11% | 79 |
|
|
2016
Q2 | $525K | Hold |
6,219
| – | – | 0.11% | 107 |
|
|
2016
Q1 | $501K | Hold |
6,219
| – | – | 0.11% | 106 |
|
|
2015
Q4 | $487K | Buy |
6,219
+51
| +0.8% | +$4.13K | 0.12% | 81 |
|
|
2015
Q3 | $310K | Buy |
+6,168
| New | +$558K | 0.09% | 99 |
|
|
2015
Q2 | – | Sell |
-8,659
| Closed | -$886K | – | 134 |
|
|
2015
Q1 | $886K | Buy |
8,659
+1,233
| +17% | +$122K | 0.38% | 42 |
|
|
2014
Q4 | $708K | Sell |
7,426
-131
| -2% | -$12K | 0.34% | 49 |
|
|
2014
Q3 | $690K | Hold |
7,557
| – | – | 0.36% | 49 |
|
|
2014
Q2 | $684K | Hold |
7,557
| – | – | 0.37% | 48 |
|
|
2014
Q1 | $564K | Sell |
7,557
-105
| -1% | -$7.68K | 0.33% | 50 |
|
|
2013
Q4 | $615K | Sell |
7,662
-195
| -2% | -$14.8K | 0.37% | 46 |
|
|
2013
Q3 | $531K | Sell |
7,857
-539
| -6% | -$39.8K | 0.35% | 54 |
|
|
2013
Q2 | $626K | Buy |
+8,396
| New | +$611K | 0.44% | 44 |
|
Other funds holding EPC
BIP
RCMNY
VPM
VCM
Moneta Group Investment Advisors's EPC Position: Q1 2026 in Review
Moneta Group Investment Advisors reduced its Edgewell Personal Care (EPC) stake by 4.2% in Q1 2026, selling an estimated $20.1K and leaving 22,718 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #511.
Moneta Group Investment Advisors first reported a position in EPC in Q2 2013 and has held it in 30 quarters since. The position peaked at $978K in Q1 2025. 222 funds tracked by Wall St. Rank hold EPC as of Q1 2026.
- Moneta Group Investment Advisors held 22,718 shares of Edgewell Personal Care worth $485K as of Q1 2026.
- Moneta Group Investment Advisors sold 1,000 Edgewell Personal Care shares in Q1 2026, an estimated $20.1K.
- Edgewell Personal Care made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #511 holding.
- Moneta Group Investment Advisors first reported a position in Edgewell Personal Care in Q2 2013 and has held it in 30 quarters since.
- Moneta Group Investment Advisors's Edgewell Personal Care position peaked at $978K in Q1 2025.
- 222 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.