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EverSource Wealth Advisors’s Enerpac Tool Group EPAC Stock Holding History

EverSource Wealth Advisors’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 		$3.05K Buy
85
+50
+143% +$1.75K ﹤0.01% 3524
2026
Q1 		$1.28K Buy
35
+33
+1,650% +$1.31K ﹤0.01% 3779
2025
Q4 		$76 Buy
+2
New +$79 ﹤0.01% 4135
2025
Q3 		– Sell
-154
Closed -$6.25K – 4370
2025
Q2 		$6.25K Buy
154
+119
+340% +$5.01K ﹤0.01% 3060
2025
Q1 		$1.57K Sell
35
-5
-13% -$222 ﹤0.01% 3039
2024
Q4 		$1.64K Buy
+40
New +$1.83K ﹤0.01% 2789
2023
Q1 		– Sell
-29
Closed -$738 – 2424
2022
Q4 		$738 Hold
29
– – ﹤0.01% 2152
2022
Q3 		$1K Buy
+29
New +$564 ﹤0.01% 1811
2022
Q1 		– Sell
-83
Closed -$2K – 1751
2021
Q4 		$2K Buy
+83
New +$1.78K ﹤0.01% 1534

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's EPAC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Enerpac Tool Group (EPAC) stake by 143% in Q2 2026, buying an estimated $1.75K and bringing the position to 85 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #3524.

EverSource Wealth Advisors first reported a position in EPAC in Q4 2021 and has held it in 9 quarters since. The position peaked at $6.25K in Q2 2025. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • EverSource Wealth Advisors held 85 shares of Enerpac Tool Group worth $3.05K as of Q2 2026.
  • EverSource Wealth Advisors bought 50 Enerpac Tool Group shares in Q2 2026, an estimated $1.75K.
  • Enerpac Tool Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3524 holding.
  • EverSource Wealth Advisors first reported a position in Enerpac Tool Group in Q4 2021 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's Enerpac Tool Group position peaked at $6.25K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.