Creative Planning
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Creative Planning’s Enerpac Tool Group EPAC Stock Holding History

Creative Planning’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 		$1.1M Buy
30,637
+23,454
+327% +$823K ﹤0.01% 2563
2026
Q1 		$262K Buy
+7,183
New +$285K ﹤0.01% 3526
2017
Q3 		– Sell
-35
Closed -$1K – 2416
2017
Q2 		$1K Buy
+35
New +$897 ﹤0.01% 4430
2017
Q1 		– Sell
-500
Closed -$13K – 4717
2016
Q4 		$13K Buy
500
+480
+2,400% +$12K ﹤0.01% 3358
2016
Q3 		$0 Buy
+20
New +$469 ﹤0.01% 4609
2015
Q1 		– Sell
-502
Closed -$14K – 4262
2014
Q4 		$14K Hold
502
– – ﹤0.01% 2907
2014
Q3 		$15K Sell
502
-66
-12% -$2.18K ﹤0.01% 2701
2014
Q2 		$20K Sell
568
-41
-7% -$1.42K ﹤0.01% 2479
2014
Q1 		$21K Buy
+609
New +$21K ﹤0.01% 2329
2013
Q4 		– Sell
-215
Closed -$8K – 3349
2013
Q3 		$8K Buy
215
+115
+115% +$4.18K ﹤0.01% 2547
2013
Q2 		$3K Buy
+100
New +$3.2K ﹤0.01% 2704

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

Creative Planning's EPAC Position: Q2 2026 in Review

Creative Planning increased its Enerpac Tool Group (EPAC) stake by 327% in Q2 2026, buying an estimated $823K and bringing the position to 30,637 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2563.

Creative Planning first reported a position in EPAC in Q2 2013 and has held it in 11 quarters since. 278 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Creative Planning held 30,637 shares of Enerpac Tool Group worth $1.1M as of Q2 2026.
  • Creative Planning bought 23,454 Enerpac Tool Group shares in Q2 2026, an estimated $823K.
  • Enerpac Tool Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2563 holding.
  • Creative Planning first reported a position in Enerpac Tool Group in Q2 2013 and has held it in 11 quarters since.
  • 278 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.