Rothwell Investment Advisors, LLC’s Enerpac Tool Group EPAC Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio EPAC Stock Details EPAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.5K	Buy	+100	New	+$3.6K	﹤0.01%	969

Other funds holding EPAC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Rothwell Investment Advisors, LLC's EPAC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Enerpac Tool Group (EPAC) in Q3 2026: 100 shares worth $3.5K. The stake represents ﹤0.01% of the portfolio and ranks #969 among its holdings.

101 funds tracked by Wall St. Rank hold EPAC as of Q3 2026.

Rothwell Investment Advisors, LLC held 100 shares of Enerpac Tool Group worth $3.5K as of Q3 2026.
Enerpac Tool Group was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Enerpac Tool Group made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #969 holding.
101 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.