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Howe & Rusling’s Enerpac Tool Group EPAC Stock Holding History

Howe & Rusling’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 		$326K Buy
8,950
+1,218
+16% +$48.3K 0.02% 228
2025
Q4 		$296K Hold
7,732
– – 0.02% 240
2025
Q3 		$317K Buy
7,732
+1,798
+30% +$72.6K 0.02% 231
2025
Q2 		$241K Sell
5,934
-1,953
-25% -$82.3K 0.02% 261
2025
Q1 		$354K Sell
7,887
-1,124
-12% -$49.9K 0.03% 194
2024
Q4 		$370K Sell
9,011
-1,519
-14% -$69.5K 0.03% 191
2024
Q3 		$441K Sell
10,530
-379
-3% -$15.2K 0.04% 176
2024
Q2 		$417K Sell
10,909
-627
-5% -$23.2K 0.04% 168
2024
Q1 		$411K Sell
11,536
-499
-4% -$16.1K 0.04% 167
2023
Q4 		$374K Sell
12,035
-2,210
-16% -$63K 0.04% 158
2023
Q3 		$376K Buy
14,245
+721
+5% +$19.3K 0.04% 148
2023
Q2 		$365K Hold
13,524
– – 0.04% 158
2023
Q1 		$345K Hold
13,524
– – 0.04% 165
2022
Q4 		$344K Sell
13,524
-2,078
-13% -$50.1K 0.04% 153
2022
Q3 		$278K Buy
15,602
+1,417
+10% +$27.6K 0.04% 167
2022
Q2 		$270K Buy
14,185
+1,259
+10% +$25.4K 0.03% 170
2022
Q1 		$283K Buy
12,926
+1,989
+18% +$37.6K 0.03% 171
2021
Q4 		$222K Buy
10,937
+2,901
+36% +$62.3K 0.03% 192
2021
Q3 		$167K Buy
8,036
+26
+0.3% +$647 0.02% 206
2021
Q2 		$213K Sell
8,010
-284
-3% -$7.58K 0.03% 179
2021
Q1 		$217K Buy
8,294
+1,800
+28% +$42.8K 0.03% 166
2020
Q4 		$147K Sell
6,494
-502
-7% -$10.5K 0.02% 186
2020
Q3 		$132K Hold
6,996
– – 0.02% 183
2020
Q2 		$123K Hold
6,996
– – 0.02% 179
2020
Q1 		$116K Buy
6,996
+162
+2% +$3.6K 0.03% 182
2019
Q4 		$178K Sell
6,834
-638
-9% -$15.6K 0.03% 195
2019
Q3 		$164K Sell
7,472
-802
-10% -$18.4K 0.03% 209
2019
Q2 		$205K Hold
8,274
– – 0.04% 186
2019
Q1 		$202K Sell
8,274
-802
-9% -$18.8K 0.04% 183
2018
Q4 		$191K Sell
9,076
-485
-5% -$11.8K 0.04% 162
2018
Q3 		$267K Sell
9,561
-4,998
-34% -$144K 0.04% 138
2018
Q2 		$427K Sell
14,559
-1,868
-11% -$46.3K 0.08% 111
2018
Q1 		$382K Hold
16,427
– – 0.07% 128
2017
Q4 		$416K Buy
16,427
+1,239
+8% +$31.9K 0.08% 135
2017
Q3 		$389K Buy
15,188
+1,836
+14% +$44.9K 0.07% 140
2017
Q2 		$328K Buy
13,352
+6,547
+96% +$168K 0.07% 132
2017
Q1 		$179K Buy
+6,805
New +$183K 0.04% 158
2014
Q2 		– Sell
-591
Closed -$20K – 862
2014
Q1 		$20K Buy
+591
New +$20.4K ﹤0.01% 451
2013
Q4 		– Sell
-591
Closed -$23K – 833
2013
Q3 		$23K Hold
591
– – 0.01% 452
2013
Q2 		$19K Buy
+591
New +$18.9K 0.01% 495

Other funds holding EPAC

BlackRock
BlackRock New York $5.72T 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 $8.65B AUM 9.66% 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

Howe & Rusling's EPAC Position: Q1 2026 in Review

Howe & Rusling increased its Enerpac Tool Group (EPAC) stake by 16% in Q1 2026, buying an estimated $48.3K and bringing the position to 8,950 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #228.

Howe & Rusling first reported a position in EPAC in Q2 2013 and has held it in 40 quarters since. The position peaked at $441K in Q3 2024. 256 funds tracked by Wall St. Rank hold EPAC as of Q1 2026.

  • Howe & Rusling held 8,950 shares of Enerpac Tool Group worth $326K as of Q1 2026.
  • Howe & Rusling bought 1,218 Enerpac Tool Group shares in Q1 2026, an estimated $48.3K.
  • Enerpac Tool Group made up 0.02% of Howe & Rusling's portfolio in Q1 2026, its #228 holding.
  • Howe & Rusling first reported a position in Enerpac Tool Group in Q2 2013 and has held it in 40 quarters since.
  • Howe & Rusling's Enerpac Tool Group position peaked at $441K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.