EPC — EDGEWELL PERS CARE CO

Ownership history in True Wealth Design, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in EDGEWELL PERS CARE CO (EPC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 23 -2 -8.0% 0.00% $469 $20.04
2025 Q2 ADDED 25 +18 +257.1% 0.00% $586 $22.90
2025 Q1 INITIATED 7 — — 0.00% $219 $30.36
% of Fund (quarterly)    EPC price (monthly, adj. close)

Other funds also holding EPC

As of 2025 Q4 — sorted by position size

BRANDES INVESTMENT PARTNERS, LP 3Y 7Y 0.79% NICOLA WEALTH MANAGEMENT LTD. 3Y 7Y 0.48% Invenomic Capital Management LP 3Y 0.41% SummerHaven Investment Management, LLC 3Y 0.31% Rubric Capital Management LP 3Y 7Y 0.21% GAMCO INVESTORS, INC. ET AL 3Y 7Y 0.14% Pacific Ridge Capital Partners, LLC 3Y 7Y 0.11% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.1% CLIFFORD SWAN INVESTMENT COUNSEL LLC 3Y 7Y 0.08% Blueshift Asset Management, LLC 3Y 7Y 0.08%
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