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 Q1	$6.42K	Buy	+176	New	+$6.97K	﹤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	–	2344
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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group

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

Kayne Anderson Rudnick Investment Management

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Geode Capital Management

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