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

Capstone 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 		– Sell
-10,891
Closed -$416K – 1659
2025
Q4 		$416K Buy
+10,891
New +$431K ﹤0.01% 1213
2017
Q1 		– Sell
-26,423
Closed -$685K – 950
2016
Q4 		$685K Buy
+26,423
New +$661K 0.02% 515

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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

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

Capstone Investment Advisors sold out of Enerpac Tool Group (EPAC) in Q1 2026, closing a stake of 10,891 shares — an estimated $416K sold.

Capstone Investment Advisors first reported a position in EPAC in Q4 2016 and held it in 2 quarters. The position peaked at $685K in Q4 2016. 256 funds tracked by Wall St. Rank hold EPAC as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Enerpac Tool Group position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,891 Enerpac Tool Group shares in Q1 2026, an estimated $416K.
  • Capstone Investment Advisors first reported a position in Enerpac Tool Group in Q4 2016 and held it in 2 quarters.
  • Capstone Investment Advisors's Enerpac Tool Group position peaked at $685K in Q4 2016.
  • 256 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.