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Atlantic Private Wealth’s Enerpac Tool Group EPAC Stock Holding History

Atlantic Private Wealth’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 		$2.12K Hold
58
– – ﹤0.01% 220
2025
Q4 		$2.22K Hold
58
– – ﹤0.01% 226
2025
Q3 		$2.38K Hold
58
– – ﹤0.01% 216
2025
Q2 		$2.35K Hold
58
– – ﹤0.01% 208
2025
Q1 		$2.6K Hold
58
– – ﹤0.01% 197
2024
Q4 		$2.38K Hold
58
– – ﹤0.01% 189
2024
Q3 		$2.43K Hold
58
– – ﹤0.01% 171
2024
Q2 		$2.21K Hold
58
– – ﹤0.01% 94
2024
Q1 		$2.07K Hold
58
– – ﹤0.01% 101
2023
Q4 		$1.8K Hold
58
– – ﹤0.01% 95
2023
Q3 		$1.53K Hold
58
– – ﹤0.01% 101
2023
Q2 		$1.57K Hold
58
– – ﹤0.01% 94
2023
Q1 		$1.48K Buy
+58
New +$1.53K ﹤0.01% 86

Other funds holding EPAC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return