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True Wealth Design’s Edgewell Personal Care EPC Stock Holding History

True Wealth Design’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
-23
Closed -$469 – 2644
2025
Q3 		$469 Sell
23
-2
-8% -$47 ﹤0.01% 2030
2025
Q2 		$586 Buy
25
+18
+257% +$499 ﹤0.01% 1680
2025
Q1 		$219 Buy
+7
New +$220 ﹤0.01% 1913

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

True Wealth Design's EPC Position: Q4 2025 in Review

True Wealth Design sold out of Edgewell Personal Care (EPC) in Q4 2025, closing a stake of 23 shares — an estimated $469 sold.

True Wealth Design first reported a position in EPC in Q1 2025 and held it in 3 quarters. The position peaked at $586 in Q2 2025. 217 funds tracked by Wall St. Rank hold EPC as of Q4 2025.

  • True Wealth Design reported no remaining Edgewell Personal Care position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 23 Edgewell Personal Care shares in Q4 2025, an estimated $469.
  • True Wealth Design first reported a position in Edgewell Personal Care in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's Edgewell Personal Care position peaked at $586 in Q2 2025.
  • 217 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.