Spire Wealth Management’s Edgewell Personal Care EPC Stock Holding History

Spire Wealth Management’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	-33	Closed	-$672	–	2361
2025 Q3	$672	Hold	33	–	–	﹤0.01%	2324
2025 Q2	$773	Hold	33	–	–	﹤0.01%	2318
2025 Q1	$1.03K	Hold	33	–	–	﹤0.01%	2382
2024 Q4	$1.11K	Hold	33	–	–	﹤0.01%	2348
2024 Q3	$1.2K	Hold	33	–	–	﹤0.01%	2075
2024 Q2	$1.33K	Hold	33	–	–	﹤0.01%	2077
2024 Q1	$1.27K	Hold	33	–	–	﹤0.01%	2170
2023 Q4	$1.24K	Sell	33 -23	-41%	-$814	﹤0.01%	2227
2023 Q3	$2.07K	Buy	56 +23	+70%	+$888	﹤0.01%	2135
2023 Q2	$1.36K	Hold	33	–	–	﹤0.01%	2258
2023 Q1	$1.4K	Buy	+33	New	+$1.38K	﹤0.01%	2338
2022 Q1	–	Sell	-113	Closed	-$5K	–	2624
2021 Q4	$5K	Buy	+113	New	+$4.56K	﹤0.01%	2555
2021 Q2	–	Sell	-113	Closed	-$4K	–	2687
2021 Q1	$4K	Buy	+113	New	+$3.91K	﹤0.01%	2684

Other funds holding EPC

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

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 $3.37T AUM 44.26% 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

Spire Wealth Management's EPC Position: Q4 2025 in Review

Spire Wealth Management sold out of Edgewell Personal Care (EPC) in Q4 2025, closing a stake of 33 shares — an estimated $672 sold.

Spire Wealth Management first reported a position in EPC in Q1 2021 and held it in 13 quarters. The position peaked at $5K in Q4 2021. 217 funds tracked by Wall St. Rank hold EPC as of Q4 2025.

Spire Wealth Management reported no remaining Edgewell Personal Care position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 33 Edgewell Personal Care shares in Q4 2025, an estimated $672.
Spire Wealth Management first reported a position in Edgewell Personal Care in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's Edgewell Personal Care position peaked at $5K in Q4 2021.
217 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.