Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AWM
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
CB
Cooke & Bieler
Philadelphia, Pennsylvania
$8.84B AUM
6.92%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close