EWA
EPAC icon

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
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 – 2427
2022
Q4 		$738 Hold
29
– – ﹤0.01% 2152
2022
Q3 		$1K Buy
+29
New +$564 ﹤0.01% 1811
2022
Q1 		– Sell
-83
Closed -$2K – 1752
2021
Q4 		$2K Buy
+83
New +$1.78K ﹤0.01% 1534

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