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SWM
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
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1-Year Est. Return
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$481B AUM
30.42%
1-Year Est. Return
State Street
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$2.9T AUM
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1-Year Est. Return
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$46.4B AUM
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1-Year Est. Return
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$935B AUM
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$1.61T AUM
30.72%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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