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Alliance Wealth Advisors (Utah)’s Enerpac Tool Group EPAC Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q4 		– Sell
-8,836
Closed -$362K – 266
2025
Q3 		$362K Sell
8,836
-1,971
-18% -$79.5K 0.08% 213
2025
Q2 		$438K Sell
10,807
-539
-5% -$22.7K 0.11% 178
2025
Q1 		$509K Buy
11,346
+675
+6% +$29.9K 0.13% 159
2024
Q4 		$438K Buy
+10,671
New +$489K 0.11% 168

Other funds holding EPAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

Alliance Wealth Advisors (Utah)'s EPAC Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Enerpac Tool Group (EPAC) in Q4 2025, closing a stake of 8,836 shares — an estimated $362K sold.

Alliance Wealth Advisors (Utah) first reported a position in EPAC in Q4 2024 and held it in 4 quarters. The position peaked at $509K in Q1 2025. 255 funds tracked by Wall St. Rank hold EPAC as of Q4 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Enerpac Tool Group position as of Q4 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 8,836 Enerpac Tool Group shares in Q4 2025, an estimated $362K.
  • Alliance Wealth Advisors (Utah) first reported a position in Enerpac Tool Group in Q4 2024 and held it in 4 quarters.
  • Alliance Wealth Advisors (Utah)'s Enerpac Tool Group position peaked at $509K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.