Corient Private Wealth
EPAC icon

Corient Private Wealth’s Enerpac Tool Group EPAC Stock Holding History

Corient Private Wealth’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
Q2 		$306K Buy
8,536
+887
+12% +$31.1K ﹤0.01% 2550
2026
Q1 		$279K Sell
7,649
-985
-11% -$39K ﹤0.01% 2354
2025
Q4 		$331K Buy
8,634
+209
+2% +$8.28K ﹤0.01% 2112
2025
Q3 		$345K Buy
8,425
+330
+4% +$13.3K ﹤0.01% 2036
2025
Q2 		$328K Sell
8,095
-1,532
-16% -$64.5K ﹤0.01% 1939
2025
Q1 		$432K Buy
9,627
+1,796
+23% +$79.7K ﹤0.01% 1664
2024
Q4 		$322K Sell
7,831
-118
-1% -$5.4K ﹤0.01% 1856
2024
Q3 		$333K Sell
7,949
-272
-3% -$10.9K ﹤0.01% 1967
2024
Q2 		$314K Sell
8,221
-231
-3% -$8.56K ﹤0.01% 1876
2024
Q1 		$301K Hold
8,452
– – ﹤0.01% 1892
2023
Q4 		$263K Buy
+8,452
New +$241K ﹤0.01% 1933

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Corient Private Wealth's EPAC Position: Q2 2026 in Review

Corient Private Wealth increased its Enerpac Tool Group (EPAC) stake by 12% in Q2 2026, buying an estimated $31.1K and bringing the position to 8,536 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

Corient Private Wealth first reported a position in EPAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $432K in Q1 2025. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Corient Private Wealth held 8,536 shares of Enerpac Tool Group worth $306K as of Q2 2026.
  • Corient Private Wealth bought 887 Enerpac Tool Group shares in Q2 2026, an estimated $31.1K.
  • Enerpac Tool Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2550 holding.
  • Corient Private Wealth first reported a position in Enerpac Tool Group in Q4 2023 and has held it in 11 quarters since.
  • Corient Private Wealth's Enerpac Tool Group position peaked at $432K in Q1 2025.
  • 277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.