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Callan Family Office’s Enerpac Tool Group EPAC Stock Holding History

Callan Family Office’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 		$374K Sell
10,441
-2,146
-17% -$75.3K 0.01% 922
2026
Q1 		$459K Buy
12,587
+2,573
+26% +$102K 0.01% 795
2025
Q4 		$383K Buy
+10,014
New +$396K 0.01% 859
2025
Q3 		– Sell
-13,930
Closed -$565K – 885
2025
Q2 		$565K Buy
+13,930
New +$587K 0.02% 552

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

Callan Family Office's EPAC Position: Q2 2026 in Review

Callan Family Office reduced its Enerpac Tool Group (EPAC) stake by 17% in Q2 2026, selling an estimated $75.3K and leaving 10,441 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #922.

Callan Family Office first reported a position in EPAC in Q2 2025 and has held it in 4 quarters since. The position peaked at $565K in Q2 2025. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Callan Family Office held 10,441 shares of Enerpac Tool Group worth $374K as of Q2 2026.
  • Callan Family Office sold 2,146 Enerpac Tool Group shares in Q2 2026, an estimated $75.3K.
  • Enerpac Tool Group made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #922 holding.
  • Callan Family Office first reported a position in Enerpac Tool Group in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Enerpac Tool Group position peaked at $565K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.