Expect Equity LLC’s Enerpac Tool Group EPAC Stock Holding History

Expect Equity LLC’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	$1.07M	Hold	29,398	–	–	1.03%	43
2025 Q4	$1.12M	Hold	29,398	–	–	1.09%	46
2025 Q3	$1.21M	Hold	29,398	–	–	1.18%	43
2025 Q2	$1.19M	Hold	29,398	–	–	1.27%	36
2025 Q1	$1.32M	Sell	29,398 -1,000	-3%	-$44.4K	1.48%	35
2024 Q4	$1.25M	Buy	+30,398	New	+$1.39M	1.31%	37

Other funds holding EPAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Expect Equity LLC's EPAC Position: Q1 2026 in Review

Expect Equity LLC held its Enerpac Tool Group (EPAC) position steady in Q1 2026 at 29,398 shares worth $1.07M. The position accounts for 1.03% of the portfolio, ranked #43.

Expect Equity LLC first reported a position in EPAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q1 2025. 256 funds tracked by Wall St. Rank hold EPAC as of Q1 2026.

Expect Equity LLC held 29,398 shares of Enerpac Tool Group worth $1.07M as of Q1 2026.
Expect Equity LLC left its Enerpac Tool Group share count unchanged in Q1 2026.
Enerpac Tool Group made up 1.03% of Expect Equity LLC's portfolio in Q1 2026, its #43 holding.
Expect Equity LLC first reported a position in Enerpac Tool Group in Q4 2024 and has held it in 6 quarters since.
Expect Equity LLC's Enerpac Tool Group position peaked at $1.32M in Q1 2025.
256 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2026.

Based on Expect Equity LLC's 13F filing for Q1 2026, filed 15 May 2026.