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Montag & Associates’s Enerpac Tool Group EPAC Stock Holding History

Montag & Associates’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
Q4 		– Sell
-17
Closed -$697 – 1023
2025
Q3 		$697 Buy
+17
New +$686 ﹤0.01% 1054

Other funds holding EPAC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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

Montag & Associates's EPAC Position: Q4 2025 in Review

Montag & Associates sold out of Enerpac Tool Group (EPAC) in Q4 2025, closing a stake of 17 shares — an estimated $697 sold.

Montag & Associates first reported a position in EPAC in Q3 2025 and held it in 1 quarter. The position peaked at $697 in Q3 2025. 255 funds tracked by Wall St. Rank hold EPAC as of Q4 2025.

  • Montag & Associates reported no remaining Enerpac Tool Group position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 17 Enerpac Tool Group shares in Q4 2025, an estimated $697.
  • Montag & Associates first reported a position in Enerpac Tool Group in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's Enerpac Tool Group position peaked at $697 in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.