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
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 – 4718
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 – 4263
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 $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