SageView Advisory Group’s Edgewell Personal Care EPC Stock Holding History

SageView Advisory 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	$85.3K	Sell	5,000 -10,000	-67%	-$185K	﹤0.01%	876
2025 Q3	$305K	Buy	15,000 +4,000	+36%	+$93.9K	0.01%	510
2025 Q2	$288K	Buy	11,000 +2,000	+22%	+$55.4K	0.01%	505
2025 Q1	$281K	Hold	9,000	–	–	0.01%	490
2024 Q4	$302K	Hold	9,000	–	–	0.01%	463
2024 Q3	$327K	Sell	9,000 -86	-0.9%	-$3.32K	0.02%	368
2024 Q2	$365K	Buy	9,086 +68	+0.8%	+$2.6K	0.02%	395
2024 Q1	$348K	Buy	9,018 +18	+0.2%	+$679	0.02%	385
2023 Q4	$339K	Buy	+9,000	New	+$318K	0.01%	476

Other funds holding EPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SageView Advisory Group's EPC Position: Q4 2025 in Review

SageView Advisory Group reduced its Edgewell Personal Care (EPC) stake by 67% in Q4 2025, selling an estimated $185K and leaving 5,000 shares worth $85.3K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

SageView Advisory Group first reported a position in EPC in Q4 2023 and has held it in 9 quarters since. The position peaked at $365K in Q2 2024. 217 funds tracked by Wall St. Rank hold EPC as of Q4 2025.

SageView Advisory Group held 5,000 shares of Edgewell Personal Care worth $85.3K as of Q4 2025.
SageView Advisory Group sold 10,000 Edgewell Personal Care shares in Q4 2025, an estimated $185K.
Edgewell Personal Care made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #876 holding.
SageView Advisory Group first reported a position in Edgewell Personal Care in Q4 2023 and has held it in 9 quarters since.
SageView Advisory Group's Edgewell Personal Care position peaked at $365K in Q2 2024.
217 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.