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Abich Financial Wealth Management’s Enerpac Tool Group EPAC Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$164 Buy
+4
New +$161 ﹤0.01% 648
2024
Q3 		– Sell
-19
Closed -$725 – 530
2024
Q2 		$725 Buy
+19
New +$704 ﹤0.01% 671

Other funds holding EPAC

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Abich Financial Wealth Management's EPAC Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Enerpac Tool Group (EPAC) in Q3 2025: 4 shares worth $164. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in EPAC as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in EPAC in Q2 2024 and has held it in 2 quarters since. The position peaked at $725 in Q2 2024. 244 funds tracked by Wall St. Rank hold EPAC as of Q3 2025.

  • Abich Financial Wealth Management held 4 shares of Enerpac Tool Group worth $164 as of Q3 2025.
  • Enerpac Tool Group was a new Abich Financial Wealth Management position in Q3 2025.
  • Enerpac Tool Group made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #648 holding.
  • Abich Financial Wealth Management first reported a position in Enerpac Tool Group in Q2 2024 and has held it in 2 quarters since.
  • Abich Financial Wealth Management's Enerpac Tool Group position peaked at $725 in Q2 2024.
  • 244 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.