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
Q1 		$279K Sell
7,649
-9,619
-56% -$381K ﹤0.01% 2354
2025
Q4 		$663K Buy
17,268
+8,843
+105% +$350K ﹤0.01% 2143
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 $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return