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MJT & Associates Financial Advisory’s Enerpac Tool Group EPAC Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		– Sell
-133
Closed -$5.39K – 475
2025
Q2 		$5.39K Hold
133
– – 0.01% 291
2025
Q1 		$5.97K Buy
+133
New +$5.9K 0.01% 284

Other funds holding EPAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MJT & Associates Financial Advisory's EPAC Position: Q3 2025 in Review

MJT & Associates Financial Advisory sold out of Enerpac Tool Group (EPAC) in Q3 2025, closing a stake of 133 shares — an estimated $5.39K sold.

MJT & Associates Financial Advisory first reported a position in EPAC in Q1 2025 and held it in 2 quarters. The position peaked at $5.97K in Q1 2025. 244 funds tracked by Wall St. Rank hold EPAC as of Q3 2025.

  • MJT & Associates Financial Advisory reported no remaining Enerpac Tool Group position as of Q3 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 133 Enerpac Tool Group shares in Q3 2025, an estimated $5.39K.
  • MJT & Associates Financial Advisory first reported a position in Enerpac Tool Group in Q1 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's Enerpac Tool Group position peaked at $5.97K in Q1 2025.
  • 244 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2025, filed 15 Oct 2025.