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Summit Securities Group’s Edgewell Personal Care EPC Stock Holding History

Summit Securities 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
Q3 		– Sell
-1
Closed -$23 – 1110
2025
Q2 		$23 Buy
+1
New +$28 ﹤0.01% 1049

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BIP
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Summit Securities Group's EPC Position: Q3 2025 in Review

Summit Securities Group sold out of Edgewell Personal Care (EPC) in Q3 2025, closing a stake of 1 share — an estimated $23 sold.

Summit Securities Group first reported a position in EPC in Q2 2025 and held it in 1 quarter. The position peaked at $23 in Q2 2025. 222 funds tracked by Wall St. Rank hold EPC as of Q3 2025.

  • Summit Securities Group reported no remaining Edgewell Personal Care position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1 Edgewell Personal Care share in Q3 2025, an estimated $23.
  • Summit Securities Group first reported a position in Edgewell Personal Care in Q2 2025 and held it in 1 quarter.
  • Summit Securities Group's Edgewell Personal Care position peaked at $23 in Q2 2025.
  • 222 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.