Pinnacle Wealth Planning Services
EPC icon

Pinnacle Wealth Planning Services’s Edgewell Personal Care EPC Stock Holding History

Pinnacle Wealth Planning 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
2026
Q3 		$36.2K Buy
1,341
+251
+23% +$6.98K ﹤0.01% 1485
2026
Q2 		$29.3K Buy
1,090
+40
+4% +$853 ﹤0.01% 1607
2026
Q1 		$22.4K Buy
1,050
+492
+88% +$9.9K ﹤0.01% 1643
2025
Q4 		$9.5K Buy
+558
New +$10.3K ﹤0.01% 2033

Other funds holding EPC

Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
CWD
Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's EPC Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Edgewell Personal Care (EPC) stake by 23% in Q3 2026, buying an estimated $6.98K and bringing the position to 1,341 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Pinnacle Wealth Planning Services first reported a position in EPC in Q4 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold EPC as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,341 shares of Edgewell Personal Care worth $36.2K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 251 Edgewell Personal Care shares in Q3 2026, an estimated $6.98K.
  • Edgewell Personal Care made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1485 holding.
  • Pinnacle Wealth Planning Services first reported a position in Edgewell Personal Care in Q4 2025 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.