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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
Q2 		– Sell
-176
Closed -$6.42K – 2519
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 – 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

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 $3.37T AUM 44.26% 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

Blue Trust Inc's EPAC Position: Q2 2026 in Review

Blue Trust Inc sold out of Enerpac Tool Group (EPAC) in Q2 2026, closing a stake of 176 shares — an estimated $6.42K sold.

Blue Trust Inc first reported a position in EPAC in Q2 2022 and held it in 9 quarters. The position peaked at $33.8K in Q1 2025. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Blue Trust Inc reported no remaining Enerpac Tool Group position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 176 Enerpac Tool Group shares in Q2 2026, an estimated $6.42K.
  • Blue Trust Inc first reported a position in Enerpac Tool Group in Q2 2022 and held it in 9 quarters.
  • Blue Trust Inc's Enerpac Tool Group position peaked at $33.8K in Q1 2025.
  • 277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.