Cerity Partners’s Enerpac Tool Group EPAC Stock Holding History

Cerity Partners’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
2025 Q3	–	Sell	-196,817	Closed	-$7.98M	–	2788
2025 Q2	$7.98M	Buy	196,817 +11,994	+6%	+$505K	0.01%	619
2025 Q1	$8.29M	Sell	184,823 -18,063	-9%	-$801K	0.02%	554
2024 Q4	$8.34M	Buy	+202,886	New	+$9.29M	0.02%	545
2023 Q3	–	Sell	-15,403	Closed	-$416K	–	1484
2023 Q2	$416K	Buy	15,403 +3,721	+32%	+$94.4K	﹤0.01%	1258
2023 Q1	$299K	Buy	11,682 +2,591	+29%	+$68.4K	﹤0.01%	1532
2022 Q4	$231K	Sell	9,091 -5,773	-39%	-$139K	﹤0.01%	1258
2022 Q3	$265K	Sell	14,864 -479	-3%	-$9.32K	﹤0.01%	950
2022 Q2	$291K	Buy	15,343 +1,088	+8%	+$21.9K	﹤0.01%	916
2022 Q1	$312K	Buy	+14,255	New	+$270K	﹤0.01%	714

Other funds holding EPAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Cerity Partners's EPAC Position: Q3 2025 in Review

Cerity Partners sold out of Enerpac Tool Group (EPAC) in Q3 2025, closing a stake of 196,817 shares — an estimated $7.98M sold.

Cerity Partners first reported a position in EPAC in Q1 2022 and held it in 9 quarters. The position peaked at $8.34M in Q4 2024. 244 funds tracked by Wall St. Rank hold EPAC as of Q3 2025.

Cerity Partners reported no remaining Enerpac Tool Group position as of Q3 2025 after selling out during the quarter.
Cerity Partners sold 196,817 Enerpac Tool Group shares in Q3 2025, an estimated $7.98M.
Cerity Partners first reported a position in Enerpac Tool Group in Q1 2022 and held it in 9 quarters.
Cerity Partners's Enerpac Tool Group position peaked at $8.34M in Q4 2024.
244 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.