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Atria Investments’s Enerpac Tool Group EPAC Stock Holding History

Atria Investments’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 		$453K Sell
12,641
-2,253
-15% -$79K ﹤0.01% 1579
2026
Q1 		$543K Buy
14,894
+1,959
+15% +$77.6K 0.01% 1404
2025
Q4 		$495K Sell
12,935
-2,758
-18% -$109K 0.01% 1456
2025
Q3 		$643K Sell
15,693
-2,265
-13% -$91.4K 0.01% 1290
2025
Q2 		$728K Buy
17,958
+2,503
+16% +$105K 0.01% 1214
2025
Q1 		$693K Buy
15,455
+9,103
+143% +$404K 0.01% 1180
2024
Q4 		$261K Buy
+6,352
New +$291K ﹤0.01% 1661

Other funds holding EPAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Atria Investments's EPAC Position: Q2 2026 in Review

Atria Investments reduced its Enerpac Tool Group (EPAC) stake by 15% in Q2 2026, selling an estimated $79K and leaving 12,641 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Atria Investments first reported a position in EPAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $728K in Q2 2025. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Atria Investments held 12,641 shares of Enerpac Tool Group worth $453K as of Q2 2026.
  • Atria Investments sold 2,253 Enerpac Tool Group shares in Q2 2026, an estimated $79K.
  • Enerpac Tool Group made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1579 holding.
  • Atria Investments first reported a position in Enerpac Tool Group in Q4 2024 and has held it in 7 quarters since.
  • Atria Investments's Enerpac Tool Group position peaked at $728K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.