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Creative Financial Designs’s Enerpac Tool Group EPAC Stock Holding History

Creative Financial Designs’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
Q2 		– Sell
-21
Closed -$942 – 2061
2025
Q1 		$942 Buy
+21
New +$931 ﹤0.01% 1791

Other funds holding EPAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

Creative Financial Designs's EPAC Position: Q2 2025 in Review

Creative Financial Designs sold out of Enerpac Tool Group (EPAC) in Q2 2025, closing a stake of 21 shares — an estimated $942 sold.

Creative Financial Designs first reported a position in EPAC in Q1 2025 and held it in 1 quarter. The position peaked at $942 in Q1 2025. 264 funds tracked by Wall St. Rank hold EPAC as of Q2 2025.

  • Creative Financial Designs reported no remaining Enerpac Tool Group position as of Q2 2025 after selling out during the quarter.
  • Creative Financial Designs sold 21 Enerpac Tool Group shares in Q2 2025, an estimated $942.
  • Creative Financial Designs first reported a position in Enerpac Tool Group in Q1 2025 and held it in 1 quarter.
  • Creative Financial Designs's Enerpac Tool Group position peaked at $942 in Q1 2025.
  • 264 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.