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Welch Group’s Edgewell Personal Care EPC Stock Holding History

Welch 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
Q2 		– Sell
-7,000
Closed -$215K – 287
2025
Q1 		$215K Hold
7,000
– – 0.01% 237
2024
Q4 		$235K Hold
7,000
– – 0.01% 235
2024
Q3 		$254K Hold
7,000
– – 0.01% 221
2024
Q2 		$281K Buy
+7,000
New +$268K 0.01% 200

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
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
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
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Welch Group's EPC Position: Q2 2025 in Review

Welch Group sold out of Edgewell Personal Care (EPC) in Q2 2025, closing a stake of 7,000 shares — an estimated $215K sold.

Welch Group first reported a position in EPC in Q2 2024 and held it in 4 quarters. The position peaked at $281K in Q2 2024. 236 funds tracked by Wall St. Rank hold EPC as of Q2 2025.

  • Welch Group reported no remaining Edgewell Personal Care position as of Q2 2025 after selling out during the quarter.
  • Welch Group sold 7,000 Edgewell Personal Care shares in Q2 2025, an estimated $215K.
  • Welch Group first reported a position in Edgewell Personal Care in Q2 2024 and held it in 4 quarters.
  • Welch Group's Edgewell Personal Care position peaked at $281K in Q2 2024.
  • 236 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2025.

Based on Welch Group's 13F filing for Q2 2025, filed 25 Jul 2025.