Orion Investment Co EPC — Edgewell Pers Care Co

Ownership history in Orion Investment Co  ·  6 quarters on record

AI Ownership Summary

Orion Investment Co reported Edgewell Pers Care Co (EPC) in 6 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.13% in 2024 Q2. The latest visible filing shows EPC at 0.06% 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.

What this EPC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Orion Investment Co's position in Edgewell Pers 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 Q3

EPC was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% 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
2024 Q2 to 2026 Q3

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 Orion Investment Co fund profile Orion Investment Co full holdings
How Orion Investment Co 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 8,000 — 0% 0.06% $216K 2026-11-10 $29.61
2026 Q2 UNCHANGED — — — 8,000 — 0% 0.06% $215K 2026-08-11 $28.46
2025 Q1 UNCHANGED — — — 8,000 — 0% 0.10% $250K 2025-05-14 $26.89
2024 Q4 UNCHANGED — — — 8,000 — 0% 0.11% $269K 2025-02-13 $28.40
2024 Q3 UNCHANGED — — — 8,000 — 0% 0.11% $291K 2024-11-13 $33.01
2024 Q2 INITIATED — — — 8,000 — — 0.13% $322K 2024-08-15 $36.08

🏢 Other funds also holding EPC

As of 2026 Q3 — sorted by position size

Ausbil Investment Management Ltd 3Y 0.32% Olympiad Research LP 3Y 0.31% Clarity Wealth Development LLC 0.3% MILESTONE ASSET MANAGEMENT, LLC 3Y 0.21% Inspire Investing, LLC 3Y 7Y 0.14% Foyston, Gordon & Payne Inc 3Y 7Y 0.11% CLIFFORD SWAN INVESTMENT COUNSEL LLC 3Y 7Y 0.11% Three Seasons Wealth, LLC 0.08% LSV ASSET MANAGEMENT 3Y 7Y 0.07% LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.05%

FAQ About Orion Investment Co and EPC

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

How long has Orion Investment Co reported owning EPC?

Orion Investment Co reported EPC across 6 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported EPC position in Orion Investment Co's portfolio?

The largest reported portfolio weight for EPC was 0.13% in 2024 Q2.

What is the latest reported EPC position on this page?

The most recent filing on this page is 2026 Q3, when Orion Investment Co reported 8,000 shares, equal to 0.06% of portfolio, with an estimated market value of $216K.

What does the chart on this EPC ownership page compare?

The chart compares Orion Investment Co'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.

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