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Moran Wealth Management’s Enerpac Tool Group EPAC Stock Holding History

Moran Wealth Management’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 		$4.36M Sell
121,583
-6,329
-5% -$222K 0.12% 232
2026
Q1 		$4.66M Buy
+127,912
New +$5.07M 0.14% 205

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

Moran Wealth Management's EPAC Position: Q2 2026 in Review

Moran Wealth Management reduced its Enerpac Tool Group (EPAC) stake by 4.9% in Q2 2026, selling an estimated $222K and leaving 121,583 shares worth $4.36M. The position accounts for 0.12% of the portfolio, ranked #232.

Moran Wealth Management first reported a position in EPAC in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.66M in Q1 2026. 278 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Moran Wealth Management held 121,583 shares of Enerpac Tool Group worth $4.36M as of Q2 2026.
  • Moran Wealth Management sold 6,329 Enerpac Tool Group shares in Q2 2026, an estimated $222K.
  • Enerpac Tool Group made up 0.12% of Moran Wealth Management's portfolio in Q2 2026, its #232 holding.
  • Moran Wealth Management first reported a position in Enerpac Tool Group in Q1 2026 and has held it in 2 quarters since.
  • Moran Wealth Management's Enerpac Tool Group position peaked at $4.66M in Q1 2026.
  • 278 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.