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Clearstead Trust’s Enerpac Tool Group EPAC Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-47
Closed -$1.93K – 1170
2025
Q3 		$1.93K Hold
47
– – ﹤0.01% 1002
2025
Q2 		$1.91K Buy
+47
New +$1.98K ﹤0.01% 970

Other funds holding EPAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

Clearstead Trust's EPAC Position: Q4 2025 in Review

Clearstead Trust sold out of Enerpac Tool Group (EPAC) in Q4 2025, closing a stake of 47 shares — an estimated $1.93K sold.

Clearstead Trust first reported a position in EPAC in Q2 2025 and held it in 2 quarters. The position peaked at $1.93K in Q3 2025. 255 funds tracked by Wall St. Rank hold EPAC as of Q4 2025.

  • Clearstead Trust reported no remaining Enerpac Tool Group position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 47 Enerpac Tool Group shares in Q4 2025, an estimated $1.93K.
  • Clearstead Trust first reported a position in Enerpac Tool Group in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Enerpac Tool Group position peaked at $1.93K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.