Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Enerpac Tool Group EPAC Stock Holding History

Carson Wealth (CWM LLC)’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 		$88K Buy
2,413
+696
+41% +$27.6K ﹤0.01% 3378
2025
Q4 		$66K Sell
1,717
-21
-1% -$831 ﹤0.01% 3396
2025
Q3 		$71K Sell
1,738
-123
-7% -$4.96K ﹤0.01% 3234
2025
Q2 		$75K Sell
1,861
-384
-17% -$16.2K ﹤0.01% 2950
2025
Q1 		$101K Buy
2,245
+76
+4% +$3.37K ﹤0.01% 2418
2024
Q4 		$89K Buy
2,169
+272
+14% +$12.5K ﹤0.01% 2362
2024
Q3 		$79K Sell
1,897
-378
-17% -$15.2K ﹤0.01% 2351
2024
Q2 		$87K Buy
2,275
+1,073
+89% +$39.8K ﹤0.01% 2054
2024
Q1 		$43K Buy
1,202
+7
+0.6% +$225 ﹤0.01% 2393
2023
Q4 		$37K Sell
1,195
-72
-6% -$2.05K ﹤0.01% 2357
2023
Q3 		$33K Sell
1,267
-271
-18% -$7.24K ﹤0.01% 2335
2023
Q2 		$42K Buy
1,538
+84
+6% +$2.13K ﹤0.01% 2105
2023
Q1 		$37K Sell
1,454
-383
-21% -$10.1K ﹤0.01% 2073
2022
Q4 		$47K Buy
1,837
+663
+56% +$16K ﹤0.01% 1776
2022
Q3 		$21K Sell
1,174
-342
-23% -$6.65K ﹤0.01% 2190
2022
Q2 		$29K Sell
1,516
-12
-0.8% -$242 ﹤0.01% 1905
2022
Q1 		$33K Buy
1,528
+1,319
+631% +$24.9K ﹤0.01% 1801
2021
Q4 		$4K Buy
+209
New +$4.49K ﹤0.01% 2815

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
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 $3.37T AUM 44.26% 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

Carson Wealth (CWM LLC)'s EPAC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Enerpac Tool Group (EPAC) stake by 41% in Q1 2026, buying an estimated $27.6K and bringing the position to 2,413 shares worth $88K. The position accounts for ﹤0.01% of the portfolio, ranked #3378.

Carson Wealth (CWM LLC) first reported a position in EPAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $101K in Q1 2025. 256 funds tracked by Wall St. Rank hold EPAC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,413 shares of Enerpac Tool Group worth $88K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 696 Enerpac Tool Group shares in Q1 2026, an estimated $27.6K.
  • Enerpac Tool Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3378 holding.
  • Carson Wealth (CWM LLC) first reported a position in Enerpac Tool Group in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Enerpac Tool Group position peaked at $101K in Q1 2025.
  • 256 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.