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

Aventura 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 		$861 Hold
24
– – ﹤0.01% 899
2026
Q1 		$875 Hold
24
– – ﹤0.01% 809
2025
Q4 		$918 Hold
24
– – ﹤0.01% 755
2025
Q3 		$984 Hold
24
– – ﹤0.01% 735
2025
Q2 		$973 Hold
24
– – ﹤0.01% 692
2025
Q1 		$1.08K Hold
24
– – ﹤0.01% 655
2024
Q4 		$986 Buy
+24
New +$1.1K ﹤0.01% 642

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

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

Aventura Private Wealth held its Enerpac Tool Group (EPAC) position steady in Q2 2026 at 24 shares worth $861. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Aventura Private Wealth first reported a position in EPAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08K in Q1 2025. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Aventura Private Wealth held 24 shares of Enerpac Tool Group worth $861 as of Q2 2026.
  • Aventura Private Wealth left its Enerpac Tool Group share count unchanged in Q2 2026.
  • Enerpac Tool Group made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #899 holding.
  • Aventura Private Wealth first reported a position in Enerpac Tool Group in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Enerpac Tool Group position peaked at $1.08K in Q1 2025.
  • 277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.