Advisory Services Network’s Enerpac Tool Group EPAC Stock Holding History

Advisory Services Network’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 Q2	–	Sell	-501	Closed	-$18.3K	–	2900
2026 Q1	$18.3K	Buy	+501	New	+$19.9K	﹤0.01%	3250
2025 Q4	–	Sell	-1,479	Closed	-$60.6K	–	2532
2025 Q3	$60.6K	Buy	+1,479	New	+$59.7K	﹤0.01%	2348
2024 Q1	–	Sell	-737	Closed	-$22.9K	–	2088
2023 Q4	$22.9K	Buy	+737	New	+$21K	﹤0.01%	2451
2023 Q2	–	Sell	-737	Closed	-$18.8K	–	2086
2023 Q1	$18.8K	Hold	737	–	–	﹤0.01%	2574
2022 Q4	$18.8K	Buy	+737	New	+$17.8K	﹤0.01%	2520
2021 Q3	–	Sell	-737	Closed	-$20K	–	1930
2021 Q2	$20K	Buy	+737	New	+$19.7K	﹤0.01%	2494
2021 Q1	–	Sell	-737	Closed	-$17K	–	1761
2020 Q4	$17K	Buy	+737	New	+$15.4K	﹤0.01%	2205
2018 Q2	–	Sell	-108	Closed	-$3K	–	2527
2018 Q1	$3K	Sell	108 -741	-87%	-$17.9K	﹤0.01%	2278
2017 Q4	$21K	Buy	+849	New	+$21.9K	﹤0.01%	1606
2014 Q1	–	Sell	-94	Closed	-$3K	–	376
2013 Q4	$3K	Buy	+94	New	+$3.57K	﹤0.01%	925

Other funds holding EPAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Advisory Services Network's EPAC Position: Q2 2026 in Review

Advisory Services Network sold out of Enerpac Tool Group (EPAC) in Q2 2026, closing a stake of 501 shares — an estimated $18.3K sold.

Advisory Services Network first reported a position in EPAC in Q4 2013 and held it in 10 quarters. The position peaked at $60.6K in Q3 2025. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

Advisory Services Network reported no remaining Enerpac Tool Group position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 501 Enerpac Tool Group shares in Q2 2026, an estimated $18.3K.
Advisory Services Network first reported a position in Enerpac Tool Group in Q4 2013 and held it in 10 quarters.
Advisory Services Network's Enerpac Tool Group position peaked at $60.6K in Q3 2025.
277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.