Bell Investment Advisors’s Enerpac Tool Group EPAC Stock Holding History

Bell Investment Advisors’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	$876	Hold	24	–	–	﹤0.01%	1587
2025 Q4	$918	Hold	24	–	–	﹤0.01%	1563
2025 Q3	$984	Hold	24	–	–	﹤0.01%	1559
2025 Q2	$974	Hold	24	–	–	﹤0.01%	1594
2025 Q1	$1.08K	Hold	24	–	–	﹤0.01%	1526
2024 Q4	$987	Hold	24	–	–	﹤0.01%	1589
2024 Q3	$1.01K	Hold	24	–	–	﹤0.01%	1587
2024 Q2	$917	Hold	24	–	–	﹤0.01%	1634
2024 Q1	$856	Hold	24	–	–	﹤0.01%	1647
2023 Q4	$747	Hold	24	–	–	﹤0.01%	1674
2023 Q3	$635	Hold	24	–	–	﹤0.01%	1698
2023 Q2	$648	Hold	24	–	–	﹤0.01%	1725
2023 Q1	$612	Hold	24	–	–	﹤0.01%	1736
2022 Q4	$611	Buy	+24	New	+$578	﹤0.01%	1722
2021 Q4	–	Sell	-20	Closed	–	–	1828
2021 Q3	$0	Buy	+20	New	+$498	﹤0.01%	1749

Other funds holding EPAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bell Investment Advisors's EPAC Position: Q1 2026 in Review

Bell Investment Advisors held its Enerpac Tool Group (EPAC) position steady in Q1 2026 at 24 shares worth $876. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Bell Investment Advisors first reported a position in EPAC in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.08K in Q1 2025. 256 funds tracked by Wall St. Rank hold EPAC as of Q1 2026.

Bell Investment Advisors held 24 shares of Enerpac Tool Group worth $876 as of Q1 2026.
Bell Investment Advisors left its Enerpac Tool Group share count unchanged in Q1 2026.
Enerpac Tool Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1587 holding.
Bell Investment Advisors first reported a position in Enerpac Tool Group in Q3 2021 and has held it in 15 quarters since.
Bell Investment Advisors's Enerpac Tool Group position peaked at $1.08K in Q1 2025.
256 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.