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SVB Wealth’s Edgewell Personal Care EPC Stock Holding History

SVB Wealth’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
Q2 		– Sell
-47
Closed -$1.47K – 860
2025
Q1 		$1.47K Buy
+47
New +$1.48K ﹤0.01% 1290
2017
Q1 		– Sell
-5,560
Closed -$406K – 494
2016
Q4 		$406K Sell
5,560
-1,060
-16% -$82K 0.02% 376
2016
Q3 		$526K Sell
6,620
-2,769
-29% -$223K 0.02% 328
2016
Q2 		$793K Sell
9,389
-380
-4% -$30.7K 0.03% 284
2016
Q1 		$787K Sell
9,769
-502
-5% -$38.5K 0.03% 287
2015
Q4 		$805K Sell
10,271
-493
-5% -$40K 0.03% 296
2015
Q3 		$878K Buy
+10,764
New +$974K 0.03% 311
2015
Q2 		– Sell
-16,983
Closed -$1.74M – 568
2015
Q1 		$1.74M Sell
16,983
-59
-0.3% -$5.85K 0.06% 254
2014
Q4 		$1.62M Buy
+17,042
New +$1.57M 0.05% 260

Other funds holding EPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brandes Investment Partners
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

SVB Wealth's EPC Position: Q2 2025 in Review

SVB Wealth sold out of Edgewell Personal Care (EPC) in Q2 2025, closing a stake of 47 shares — an estimated $1.47K sold.

SVB Wealth first reported a position in EPC in Q4 2014 and held it in 9 quarters. The position peaked at $1.74M in Q1 2015. 236 funds tracked by Wall St. Rank hold EPC as of Q2 2025.

  • SVB Wealth reported no remaining Edgewell Personal Care position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 47 Edgewell Personal Care shares in Q2 2025, an estimated $1.47K.
  • SVB Wealth first reported a position in Edgewell Personal Care in Q4 2014 and held it in 9 quarters.
  • SVB Wealth's Edgewell Personal Care position peaked at $1.74M in Q1 2015.
  • 236 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.