IFP Advisors’s Enerpac Tool Group EPAC Stock Holding History

IFP 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
2025 Q2	–	Hold	0	–	–	–	2827
2023 Q4	–	Sell	-370	Closed	-$9.78K	–	3129
2023 Q3	$9.78K	Hold	370	–	–	﹤0.01%	2261
2023 Q2	$9.99K	Hold	370	–	–	﹤0.01%	2305
2023 Q1	$8.64K	Sell	370 -482	-57%	-$12.7K	﹤0.01%	2356
2022 Q4	$23K	Buy	852 +108	+15%	+$2.6K	﹤0.01%	2775
2022 Q3	$18K	Hold	744	–	–	﹤0.01%	3178
2022 Q2	$18K	Hold	744	–	–	﹤0.01%	2933
2022 Q1	$18K	Buy	744 +374	+101%	+$7.07K	﹤0.01%	2933
2021 Q4	$8K	Sell	370 -485	-57%	-$10.4K	﹤0.01%	2299
2021 Q3	$18K	Hold	855	–	–	﹤0.01%	2025
2021 Q2	$23K	Hold	855	–	–	﹤0.01%	1866
2021 Q1	$23K	Sell	855 -322	-27%	-$7.66K	﹤0.01%	1794
2020 Q4	$26K	Hold	1,177	–	–	﹤0.01%	1694
2020 Q3	$22K	Hold	1,177	–	–	﹤0.01%	1605
2020 Q2	$22K	Hold	1,177	–	–	﹤0.01%	1529
2020 Q1	$19K	Buy	+1,177	New	+$26.1K	﹤0.01%	1498
2018 Q4	–	Sell	-166	Closed	-$5K	–	3617
2018 Q3	$5K	Hold	166	–	–	﹤0.01%	3191
2018 Q2	$5K	Buy	166 +44	+36%	+$1.09K	﹤0.01%	3242
2018 Q1	$3K	Hold	122	–	–	﹤0.01%	3365
2017 Q4	$3K	Hold	122	–	–	﹤0.01%	3415
2017 Q3	$3K	Buy	+122	New	+$2.98K	﹤0.01%	3605
2016 Q1	–	Sell	-37	Closed	-$1K	–	2660
2015 Q4	$1K	Buy	+37	New	+$850	﹤0.01%	3504

Other funds holding EPAC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

IFP Advisors's EPAC Position: Q2 2025 in Review

IFP Advisors held its Enerpac Tool Group (EPAC) position steady in Q2 2025 at 0 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2827.

IFP Advisors first reported a position in EPAC in Q4 2015 and has held it in 21 quarters since. The position peaked at $26K in Q4 2020. 264 funds tracked by Wall St. Rank hold EPAC as of Q2 2025.

IFP Advisors held 0 shares of Enerpac Tool Group worth $11.8K as of Q2 2025.
IFP Advisors left its Enerpac Tool Group share count unchanged in Q2 2025.
Enerpac Tool Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2025, its #2827 holding.
IFP Advisors first reported a position in Enerpac Tool Group in Q4 2015 and has held it in 21 quarters since.
IFP Advisors's Enerpac Tool Group position peaked at $26K in Q4 2020.
264 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.