Laurel Wealth Advisors (North Carolina)’s Enerpac Tool Group EPAC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-109	Closed	-$4.17K	–	328
2025 Q4	$4.17K	Buy	+109	New	+$4.32K	﹤0.01%	558
2025 Q2	–	Sell	-109	Closed	-$4.89K	–	330
2025 Q1	$4.89K	Hold	109	–	–	﹤0.01%	538
2024 Q4	$4.48K	Hold	109	–	–	﹤0.01%	564
2024 Q3	$4.57K	Hold	109	–	–	﹤0.01%	525
2024 Q2	$4.16K	Hold	109	–	–	﹤0.01%	498
2024 Q1	$3.89K	Hold	109	–	–	﹤0.01%	507
2023 Q4	$3.39K	Hold	109	–	–	﹤0.01%	482
2023 Q3	$2.88K	Sell	109 -3	-3%	-$80	﹤0.01%	488
2023 Q2	$3.02K	Hold	112	–	–	﹤0.01%	493
2023 Q1	$2.86K	Hold	112	–	–	﹤0.01%	492
2022 Q4	$2.85K	Hold	112	–	–	﹤0.01%	467
2022 Q3	$2K	Hold	112	–	–	﹤0.01%	478
2022 Q2	$2K	Hold	112	–	–	﹤0.01%	528
2022 Q1	$2K	Hold	112	–	–	﹤0.01%	579
2021 Q4	$2K	Hold	112	–	–	﹤0.01%	581
2021 Q3	$2K	Hold	112	–	–	﹤0.01%	589
2021 Q2	$3K	Hold	112	–	–	﹤0.01%	606
2021 Q1	$3K	Hold	112	–	–	﹤0.01%	558
2020 Q4	$3K	Hold	112	–	–	﹤0.01%	513
2020 Q3	$2K	Hold	112	–	–	﹤0.01%	476
2020 Q2	$2K	Hold	112	–	–	﹤0.01%	467
2020 Q1	$2K	Hold	112	–	–	﹤0.01%	465
2019 Q4	$3K	Hold	112	–	–	﹤0.01%	471
2019 Q3	$2K	Hold	112	–	–	﹤0.01%	471
2019 Q2	$3K	Hold	112	–	–	﹤0.01%	462
2019 Q1	$3K	Hold	112	–	–	﹤0.01%	436
2018 Q4	$2K	Buy	+112	New	+$2.73K	﹤0.01%	459

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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

Laurel Wealth Advisors (North Carolina)'s EPAC Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Enerpac Tool Group (EPAC) in Q1 2026, closing a stake of 109 shares — an estimated $4.17K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in EPAC in Q4 2018 and held it in 27 quarters. The position peaked at $4.89K in Q1 2025. 256 funds tracked by Wall St. Rank hold EPAC as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Enerpac Tool Group position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 109 Enerpac Tool Group shares in Q1 2026, an estimated $4.17K.
Laurel Wealth Advisors (North Carolina) first reported a position in Enerpac Tool Group in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s Enerpac Tool Group position peaked at $4.89K in Q1 2025.
256 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.