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Gibbs Wealth Management’s Enerpac Tool Group EPAC Stock Holding History

Gibbs Wealth Management’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 		$424K Sell
11,614
-6,783
-37% -$269K 0.06% 336
2025
Q4 		$741K Buy
+18,397
New +$728K 0.18% 135

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 $3.37T AUM 44.26% 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

Gibbs Wealth Management's EPAC Position: Q1 2026 in Review

Gibbs Wealth Management reduced its Enerpac Tool Group (EPAC) stake by 37% in Q1 2026, selling an estimated $269K and leaving 11,614 shares worth $424K. The position accounts for 0.06% of the portfolio, ranked #336.

Gibbs Wealth Management first reported a position in EPAC in Q4 2025 and has held it in 2 quarters since. The position peaked at $741K in Q4 2025. 256 funds tracked by Wall St. Rank hold EPAC as of Q1 2026.

  • Gibbs Wealth Management held 11,614 shares of Enerpac Tool Group worth $424K as of Q1 2026.
  • Gibbs Wealth Management sold 6,783 Enerpac Tool Group shares in Q1 2026, an estimated $269K.
  • Enerpac Tool Group made up 0.06% of Gibbs Wealth Management's portfolio in Q1 2026, its #336 holding.
  • Gibbs Wealth Management first reported a position in Enerpac Tool Group in Q4 2025 and has held it in 2 quarters since.
  • Gibbs Wealth Management's Enerpac Tool Group position peaked at $741K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.