LI
EPAC icon

LRI Investments’s Enerpac Tool Group EPAC Stock Holding History

LRI Investments’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 		– Sell
-86
Closed -$3.14K – 1971
2026
Q1 		$3.14K Sell
86
-40
-32% -$1.58K ﹤0.01% 1198
2025
Q4 		$4.82K Buy
126
+31
+33% +$1.23K ﹤0.01% 1053
2025
Q3 		$3.88K Buy
95
+36
+61% +$1.45K ﹤0.01% 1095
2025
Q2 		$2.38K Hold
59
– – ﹤0.01% 1149
2025
Q1 		$2.63K Buy
+59
New +$2.62K ﹤0.01% 1067

Other funds holding EPAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

LRI Investments's EPAC Position: Q2 2026 in Review

LRI Investments sold out of Enerpac Tool Group (EPAC) in Q2 2026, closing a stake of 86 shares — an estimated $3.14K sold.

LRI Investments first reported a position in EPAC in Q1 2025 and held it in 5 quarters. The position peaked at $4.82K in Q4 2025. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • LRI Investments reported no remaining Enerpac Tool Group position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 86 Enerpac Tool Group shares in Q2 2026, an estimated $3.14K.
  • LRI Investments first reported a position in Enerpac Tool Group in Q1 2025 and held it in 5 quarters.
  • LRI Investments's Enerpac Tool Group position peaked at $4.82K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.