VWM
EPC icon

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

Venturi 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
Q1 		– Sell
-178
Closed -$5.98K – 943
2024
Q4 		$5.98K Buy
+178
New +$6.29K ﹤0.01% 1599

Other funds holding EPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 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

Venturi Wealth Management's EPC Position: Q1 2025 in Review

Venturi Wealth Management sold out of Edgewell Personal Care (EPC) in Q1 2025, closing a stake of 178 shares — an estimated $5.98K sold.

Venturi Wealth Management first reported a position in EPC in Q4 2024 and held it in 1 quarter. The position peaked at $5.98K in Q4 2024. 251 funds tracked by Wall St. Rank hold EPC as of Q1 2025.

  • Venturi Wealth Management reported no remaining Edgewell Personal Care position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 178 Edgewell Personal Care shares in Q1 2025, an estimated $5.98K.
  • Venturi Wealth Management first reported a position in Edgewell Personal Care in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Edgewell Personal Care position peaked at $5.98K in Q4 2024.
  • 251 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.