Private Wealth Management Group’s Edgewell Personal Care EPC Stock Holding History

Private Wealth Management 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
2025 Q4	–	Sell	-24	Closed	-$489	–	1492
2025 Q3	$489	Sell	24 -25	-51%	-$587	﹤0.01%	1422
2025 Q2	$1.15K	Buy	+49	New	+$1.36K	﹤0.01%	1235
2025 Q1	–	Sell	-11	Closed	-$370	–	1516
2024 Q4	$370	Hold	11	–	–	﹤0.01%	1470
2024 Q3	$400	Hold	11	–	–	﹤0.01%	1445
2024 Q2	$443	Hold	11	–	–	﹤0.01%	1466
2024 Q1	$426	Hold	11	–	–	﹤0.01%	1469
2023 Q4	$403	Buy	+11	New	+$389	﹤0.01%	1487

Other funds holding EPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Private Wealth Management Group's EPC Position: Q4 2025 in Review

Private Wealth Management Group sold out of Edgewell Personal Care (EPC) in Q4 2025, closing a stake of 24 shares — an estimated $489 sold.

Private Wealth Management Group first reported a position in EPC in Q4 2023 and held it in 7 quarters. The position peaked at $1.15K in Q2 2025. 217 funds tracked by Wall St. Rank hold EPC as of Q4 2025.

Private Wealth Management Group reported no remaining Edgewell Personal Care position as of Q4 2025 after selling out during the quarter.
Private Wealth Management Group sold 24 Edgewell Personal Care shares in Q4 2025, an estimated $489.
Private Wealth Management Group first reported a position in Edgewell Personal Care in Q4 2023 and held it in 7 quarters.
Private Wealth Management Group's Edgewell Personal Care position peaked at $1.15K in Q2 2025.
217 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.