Integrated Wealth Concepts’s Enerpac Tool Group EPAC Stock Holding History

Integrated Wealth Concepts’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	$33.6K	Buy	+938	New	+$32.9K	﹤0.01%	3692

Other funds holding EPAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Integrated Wealth Concepts's EPAC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Enerpac Tool Group (EPAC) in Q2 2026: 938 shares worth $33.6K. The stake represents ﹤0.01% of the portfolio and ranks #3692 among its holdings.

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

Integrated Wealth Concepts held 938 shares of Enerpac Tool Group worth $33.6K as of Q2 2026.
Enerpac Tool Group was a new Integrated Wealth Concepts position in Q2 2026.
Enerpac Tool Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3692 holding.
277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.