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Institute for Wealth Management’s Enerpac Tool Group EPAC Stock Holding History

Institute for 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
Q2 		$23.7K Buy
+661
New +$23.2K ﹤0.01% 1076

Other funds holding EPAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
RC
Roubaix Capital Denver, Colorado $279M AUM 54.84% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Institute for Wealth Management's EPAC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Enerpac Tool Group (EPAC) in Q2 2026: 661 shares worth $23.7K. The stake represents ﹤0.01% of the portfolio and ranks #1076 among its holdings.

107 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Institute for Wealth Management held 661 shares of Enerpac Tool Group worth $23.7K as of Q2 2026.
  • Enerpac Tool Group was a new Institute for Wealth Management position in Q2 2026.
  • Enerpac Tool Group made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1076 holding.
  • 107 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.