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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
2026
Q1 		– Sell
-5,000
Closed -$85.3K – 1145
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SageView Advisory Group's EPC Position: Q1 2026 in Review

SageView Advisory Group sold out of Edgewell Personal Care (EPC) in Q1 2026, closing a stake of 5,000 shares — an estimated $85.3K sold.

SageView Advisory Group first reported a position in EPC in Q4 2023 and held it in 9 quarters. The position peaked at $365K in Q2 2024. 222 funds tracked by Wall St. Rank hold EPC as of Q1 2026.

  • SageView Advisory Group reported no remaining Edgewell Personal Care position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 5,000 Edgewell Personal Care shares in Q1 2026, an estimated $85.3K.
  • SageView Advisory Group first reported a position in Edgewell Personal Care in Q4 2023 and held it in 9 quarters.
  • SageView Advisory Group's Edgewell Personal Care position peaked at $365K in Q2 2024.
  • 222 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.