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 Q2	$2.08K	Hold	58	–	–	﹤0.01%	210
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 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

Atlantic Private Wealth's EPAC Position: Q2 2026 in Review

Atlantic Private Wealth held its Enerpac Tool Group (EPAC) position steady in Q2 2026 at 58 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Atlantic Private Wealth first reported a position in EPAC in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.6K in Q1 2025. 278 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

Atlantic Private Wealth held 58 shares of Enerpac Tool Group worth $2.08K as of Q2 2026.
Atlantic Private Wealth left its Enerpac Tool Group share count unchanged in Q2 2026.
Enerpac Tool Group made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #210 holding.
Atlantic Private Wealth first reported a position in Enerpac Tool Group in Q1 2023 and has held it in 14 quarters since.
Atlantic Private Wealth's Enerpac Tool Group position peaked at $2.6K in Q1 2025.
278 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.