FMI
EPAC icon

F/M Investments’s Enerpac Tool Group EPAC Stock Holding History

F/M Investments’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 		– Sell
-114,218
Closed -$4.37M – 365
2025
Q4 		$4.37M Buy
114,218
+26,593
+30% +$1.05M 0.17% 157
2025
Q3 		$3.59M Buy
87,625
+31,720
+57% +$1.28M 0.14% 173
2025
Q2 		$2.27M Buy
55,905
+140
+0.3% +$5.9K 0.08% 220
2025
Q1 		$2.5M Buy
55,765
+47,479
+573% +$2.11M 0.1% 203
2024
Q4 		$340K Buy
+8,286
New +$379K 0.01% 347

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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

F/M Investments's EPAC Position: Q1 2026 in Review

F/M Investments sold out of Enerpac Tool Group (EPAC) in Q1 2026, closing a stake of 114,218 shares — an estimated $4.37M sold.

F/M Investments first reported a position in EPAC in Q4 2024 and held it in 5 quarters. The position peaked at $4.37M in Q4 2025. 256 funds tracked by Wall St. Rank hold EPAC as of Q1 2026.

  • F/M Investments reported no remaining Enerpac Tool Group position as of Q1 2026 after selling out during the quarter.
  • F/M Investments sold 114,218 Enerpac Tool Group shares in Q1 2026, an estimated $4.37M.
  • F/M Investments first reported a position in Enerpac Tool Group in Q4 2024 and held it in 5 quarters.
  • F/M Investments's Enerpac Tool Group position peaked at $4.37M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.