Clearstead Advisors’s Enerpac Tool Group EPAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.54K Buy
+43
New +$1.51K ﹤0.01% 2570
2025
Q4
Sell
-414
Closed -$17K 2900
2025
Q3
$17K Sell
414
-682
-62% -$27.5K ﹤0.01% 1718
2025
Q2
$44.5K Sell
1,096
-104
-9% -$4.38K ﹤0.01% 1321
2025
Q1
$53.8K Buy
1,200
+744
+163% +$33K ﹤0.01% 1157
2024
Q4
$18.7K Buy
+456
New +$20.9K ﹤0.01% 1407

Other funds holding EPAC

Clearstead Advisors's EPAC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Enerpac Tool Group (EPAC) in Q2 2026: 43 shares worth $1.54K. The stake represents ﹤0.01% of the portfolio and ranks #2570 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in EPAC as recently as Q3 2025.

Clearstead Advisors first reported a position in EPAC in Q4 2024 and has held it in 5 quarters since. The position peaked at $53.8K in Q1 2025. 278 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Clearstead Advisors held 43 shares of Enerpac Tool Group worth $1.54K as of Q2 2026.
  • Enerpac Tool Group was a new Clearstead Advisors position in Q2 2026.
  • Enerpac Tool Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2570 holding.
  • Clearstead Advisors first reported a position in Enerpac Tool Group in Q4 2024 and has held it in 5 quarters since.
  • Clearstead Advisors's Enerpac Tool Group position peaked at $53.8K in Q1 2025.
  • 278 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.