MassMutual Private Wealth & Trust, FSB EPC — EDGEWELL PERSONAL CARE CO

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  38 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported EDGEWELL PERSONAL CARE CO (EPC) in 38 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows EPC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EPC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in EDGEWELL PERSONAL CARE CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EPC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EPC stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held EPC — position size vs. price
% of Fund (quarterly)    EPC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 157 +38 +31.9% 0.00% $3K 2026-04-13 $22.20
2025 Q4 ADDED — — — 119 +39 +48.8% 0.00% $2K 2026-01-07 $16.77
2025 Q3 ADDED — — — 80 +35 +77.8% 0.00% $2K 2025-10-22 $19.78
2025 Q2 REDUCED 64.8% -14.3% ✅ 45 -83 -64.8% 0.00% $1K 2025-07-09 $25.14
2024 Q4 REDUCED 9.2% -6.6% ✅ 128 -13 -9.2% 0.00% $4K 2025-01-16 $32.13
2024 Q3 REDUCED — — — 141 -3 -2.1% 0.00% $5K 2024-10-02 $33.74
2024 Q2 ADDED — — — 144 +110 +323.5% 0.00% $6K 2024-07-02 $38.41
2024 Q1 UNCHANGED — — — 34 — 0% 0.00% $1K 2024-04-09 $35.36
2023 Q4 REDUCED 94.2% +3.7% ❌ 34 -548 -94.2% 0.00% $1K 2024-01-03 $34.07
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EPC

As of 2026 Q1 — sorted by position size

SummerHaven Investment Management, LLC 3Y 0.35% Ausbil Investment Management Ltd 3Y 0.11% Inspire Investing, LLC 3Y 7Y 0.05% Detalus Advisors, LLC 3Y 0.05% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.03% Central Pacific Bank - Trust Division 0.02% Plancorp, LLC 3Y 7Y 0.02% RFG Advisory, LLC 3Y 7Y 0.01% Louisiana State Employees Retirement System 3Y 7Y 0.01% CENTRAL TRUST Co 3Y 7Y 0.01%

FAQ About MassMutual Private Wealth & Trust, FSB and EPC

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning EPC?

MassMutual Private Wealth & Trust, FSB reported EPC across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EPC position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for EPC was 0.00% in 2024 Q2.

What is the latest reported EPC position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 157 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this EPC ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly EPC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their EPC position?

Based on 13F filing dates vs. subsequent EPC price moves, MassMutual Private Wealth & Trust, FSB correctly timed 16 out of 36 reported position changes (44%). The annualised alpha on EPC relative to SPY over the holding period was -24.3%.

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