Covestor
EPAC icon

Covestor’s Enerpac Tool Group EPAC Stock Holding History

Covestor’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
Q3 		$9K Buy
264
+249
+1,660% +$8.96K 0.01% 1531
2026
Q2 		$1K Sell
15
-203
-93% -$7.12K ﹤0.01% 2130
2026
Q1 		$8K Buy
218
+210
+2,625% +$8.32K 0.01% 1552
2025
Q4 		$0 Hold
8
– – ﹤0.01% 2374
2025
Q3 		$0 Buy
8
+1
+14% +$40 ﹤0.01% 2399
2025
Q2 		$0 Sell
7
-1
-13% -$42 ﹤0.01% 2340
2025
Q1 		$0 Buy
8
+2
+33% +$89 ﹤0.01% 2352
2024
Q4 		$0 Hold
6
– – ﹤0.01% 2358
2024
Q3 		$0 Buy
6
+2
+50% +$80 ﹤0.01% 2350
2024
Q2 		$0 Sell
4
-10
-71% -$371 ﹤0.01% 2361
2024
Q1 		$1K Buy
14
+9
+180% +$290 ﹤0.01% 1956
2023
Q4 		$0 Hold
5
– – ﹤0.01% 2272
2023
Q3 		$0 Sell
5
-1
-17% -$27 ﹤0.01% 2248
2023
Q2 		$0 Hold
6
– – ﹤0.01% 2259
2023
Q1 		$0 Hold
6
– – ﹤0.01% 2161
2022
Q4 		$0 Sell
6
-3
-33% -$72 ﹤0.01% 2190
2022
Q3 		$0 Sell
9
-5
-36% -$97 ﹤0.01% 2137
2022
Q2 		$0 Sell
14
-12
-46% -$242 ﹤0.01% 2030
2022
Q1 		$1K Sell
26
-2
-7% -$38 ﹤0.01% 1789
2021
Q4 		$1K Buy
+28
New +$602 ﹤0.01% 1725

Other funds holding EPAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Covestor's EPAC Position: Q3 2026 in Review

Covestor increased its Enerpac Tool Group (EPAC) stake by 1,660% in Q3 2026, buying an estimated $8.96K and bringing the position to 264 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #1531.

Covestor first reported a position in EPAC in Q4 2021 and has held it in 20 quarters since. 209 funds tracked by Wall St. Rank hold EPAC as of Q3 2026.

  • Covestor held 264 shares of Enerpac Tool Group worth $9K as of Q3 2026.
  • Covestor bought 249 Enerpac Tool Group shares in Q3 2026, an estimated $8.96K.
  • Enerpac Tool Group made up 0.01% of Covestor's portfolio in Q3 2026, its #1531 holding.
  • Covestor first reported a position in Enerpac Tool Group in Q4 2021 and has held it in 20 quarters since.
  • 209 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.