Wealth Enhancement Advisory Services
EPC icon

Wealth Enhancement Advisory Services’s Edgewell Personal Care EPC Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q3 		$304K Buy
10,979
+892
+9% +$24.8K ﹤0.01% 3331
2026
Q2 		$267K Sell
10,087
-1,621
-14% -$34.6K ﹤0.01% 3309
2026
Q1 		$246K Sell
11,708
-2,867
-20% -$57.7K ﹤0.01% 2968
2025
Q4 		$250K Sell
14,575
-1,872
-11% -$34.6K ﹤0.01% 3081
2025
Q3 		$333K Buy
+16,447
New +$386K ﹤0.01% 2690

Other funds holding EPC

Dimensional Fund Advisors
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LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Storebrand Asset Management
Storebrand Asset Management Lysaker, Norway $41.4B AUM 32.65% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Wealth Enhancement Advisory Services's EPC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Edgewell Personal Care (EPC) stake by 8.8% in Q3 2026, buying an estimated $24.8K and bringing the position to 10,979 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #3331.

Wealth Enhancement Advisory Services first reported a position in EPC in Q3 2025 and has held it in 5 quarters since. The position peaked at $333K in Q3 2025. 135 funds tracked by Wall St. Rank hold EPC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 10,979 shares of Edgewell Personal Care worth $304K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 892 Edgewell Personal Care shares in Q3 2026, an estimated $24.8K.
  • Edgewell Personal Care made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3331 holding.
  • Wealth Enhancement Advisory Services first reported a position in Edgewell Personal Care in Q3 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Edgewell Personal Care position peaked at $333K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.