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Root Financial Partners’s Edgewell Personal Care EPC Stock Holding History

Root Financial Partners’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
-71
Closed -$1.51K – 1252
2026
Q1 		$1.51K Buy
+71
New +$1.43K ﹤0.01% 2431

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Root Financial Partners's EPC Position: Q2 2026 in Review

Root Financial Partners sold out of Edgewell Personal Care (EPC) in Q2 2026, closing a stake of 71 shares — an estimated $1.51K sold.

Root Financial Partners first reported a position in EPC in Q1 2026 and held it in 1 quarter. The position peaked at $1.51K in Q1 2026. 223 funds tracked by Wall St. Rank hold EPC as of Q2 2026.

  • Root Financial Partners reported no remaining Edgewell Personal Care position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 71 Edgewell Personal Care shares in Q2 2026, an estimated $1.51K.
  • Root Financial Partners first reported a position in Edgewell Personal Care in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Edgewell Personal Care position peaked at $1.51K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.