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Abound Wealth Management’s Enerpac Tool Group EPAC Stock Holding History

Abound 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
2026
Q1 		– Sell
-4
Closed -$153 – 1530
2025
Q4 		$153 Hold
4
– – ﹤0.01% 1284
2025
Q3 		$164 Hold
4
– – ﹤0.01% 1187
2025
Q2 		$163 Hold
4
– – ﹤0.01% 1115
2025
Q1 		$180 Sell
4
-1
-20% -$44 ﹤0.01% 1026
2024
Q4 		$206 Hold
5
– – ﹤0.01% 1057
2024
Q3 		$210 Sell
5
-8
-62% -$321 ﹤0.01% 1134
2024
Q2 		$497 Hold
13
– – ﹤0.01% 828
2024
Q1 		$464 Hold
13
– – ﹤0.01% 918
2023
Q4 		$405 Buy
13
+2
+18% +$57 ﹤0.01% 1013
2023
Q3 		$291 Hold
11
– – ﹤0.01% 1020
2023
Q2 		$297 Buy
+11
New +$279 ﹤0.01% 1047

Other funds holding EPAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abound Wealth Management's EPAC Position: Q1 2026 in Review

Abound Wealth Management sold out of Enerpac Tool Group (EPAC) in Q1 2026, closing a stake of 4 shares — an estimated $153 sold.

Abound Wealth Management first reported a position in EPAC in Q2 2023 and held it in 11 quarters. The position peaked at $497 in Q2 2024. 256 funds tracked by Wall St. Rank hold EPAC as of Q1 2026.

  • Abound Wealth Management reported no remaining Enerpac Tool Group position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 4 Enerpac Tool Group shares in Q1 2026, an estimated $153.
  • Abound Wealth Management first reported a position in Enerpac Tool Group in Q2 2023 and held it in 11 quarters.
  • Abound Wealth Management's Enerpac Tool Group position peaked at $497 in Q2 2024.
  • 256 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.