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Edgestream Partners’s Enerpac Tool Group EPAC Stock Holding History

Edgestream Partners’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
Q4 		– Sell
-176,505
Closed -$7.24M – 995
2025
Q3 		$7.24M Buy
176,505
+16,220
+10% +$655K 0.21% 144
2025
Q2 		$6.5M Buy
160,285
+84,009
+110% +$3.54M 0.18% 217
2025
Q1 		$3.42M Buy
76,276
+12,582
+20% +$558K 0.12% 340
2024
Q4 		$2.62M Buy
+63,694
New +$2.92M 0.11% 335
2024
Q1 		– Sell
-20,751
Closed -$645K – 866
2023
Q4 		$645K Buy
+20,751
New +$592K 0.05% 551

Other funds holding EPAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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

Edgestream Partners's EPAC Position: Q4 2025 in Review

Edgestream Partners sold out of Enerpac Tool Group (EPAC) in Q4 2025, closing a stake of 176,505 shares — an estimated $7.24M sold.

Edgestream Partners first reported a position in EPAC in Q4 2023 and held it in 5 quarters. The position peaked at $7.24M in Q3 2025. 255 funds tracked by Wall St. Rank hold EPAC as of Q4 2025.

  • Edgestream Partners reported no remaining Enerpac Tool Group position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 176,505 Enerpac Tool Group shares in Q4 2025, an estimated $7.24M.
  • Edgestream Partners first reported a position in Enerpac Tool Group in Q4 2023 and held it in 5 quarters.
  • Edgestream Partners's Enerpac Tool Group position peaked at $7.24M in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.