Blue Trust Inc’s Enerpac Tool Group EPAC Stock Holding History

Blue Trust Inc’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 Q3	$12.9K	Buy	+369	New	+$13.3K	﹤0.01%	1634
2026 Q2	–	Sell	-176	Closed	-$6.42K	–	2519
2026 Q1	$6.42K	Buy	+176	New	+$6.98K	﹤0.01%	1934
2025 Q3	–	Sell	-597	Closed	-$24.2K	–	2597
2025 Q2	$24.2K	Sell	597 -157	-21%	-$6.61K	﹤0.01%	1636
2025 Q1	$33.8K	Buy	754 +158	+27%	+$7.01K	﹤0.01%	1523
2024 Q4	$24.5K	Buy	+596	New	+$27.3K	﹤0.01%	1547
2024 Q1	–	Sell	-49	Closed	-$1K	–	2343
2023 Q4	$1K	Buy	+49	New	+$1.4K	﹤0.01%	2303
2023 Q2	–	Sell	-10	Closed	–	–	2150
2023 Q1	$0	Sell	10 -172	-95%	-$4.54K	﹤0.01%	2399
2022 Q4	$3K	Buy	182 +24	+15%	+$578	﹤0.01%	1848
2022 Q3	$3K	Buy	158 +43	+37%	+$836	﹤0.01%	1679
2022 Q2	$2K	Buy	+115	New	+$2.32K	﹤0.01%	1644

Other funds holding EPAC

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Blue Trust Inc's EPAC Position: Q3 2026 in Review

Blue Trust Inc opened a new position in Enerpac Tool Group (EPAC) in Q3 2026: 369 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #1634 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in EPAC as recently as Q1 2026.

Blue Trust Inc first reported a position in EPAC in Q2 2022 and has held it in 10 quarters since. The position peaked at $33.8K in Q1 2025. 44 funds tracked by Wall St. Rank hold EPAC as of Q3 2026.

Blue Trust Inc held 369 shares of Enerpac Tool Group worth $12.9K as of Q3 2026.
Enerpac Tool Group was a new Blue Trust Inc position in Q3 2026.
Enerpac Tool Group made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1634 holding.
Blue Trust Inc first reported a position in Enerpac Tool Group in Q2 2022 and has held it in 10 quarters since.
Blue Trust Inc's Enerpac Tool Group position peaked at $33.8K in Q1 2025.
44 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.