Morgan Stanley
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Morgan Stanley’s Enerpac Tool Group EPAC Stock Holding History

Morgan Stanley’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 		$17.5M Sell
480,293
-106,547
-18% -$4.22M ﹤0.01% 3074
2025
Q4 		$22.4M Buy
586,840
+4,609
+0.8% +$182K ﹤0.01% 2832
2025
Q3 		$23.9M Sell
582,231
-76,071
-12% -$3.07M ﹤0.01% 2723
2025
Q2 		$26.7M Buy
658,302
+30,512
+5% +$1.29M ﹤0.01% 2524
2025
Q1 		$28.2M Buy
627,790
+836
+0.1% +$37.1K ﹤0.01% 2343
2024
Q4 		$25.8M Sell
626,954
-5,271
-0.8% -$241K ﹤0.01% 2516
2024
Q3 		$26.5M Buy
632,225
+86,917
+16% +$3.49M ﹤0.01% 2504
2024
Q2 		$20.8M Sell
545,308
-22,843
-4% -$847K ﹤0.01% 2624
2024
Q1 		$20.3M Sell
568,151
-753,479
-57% -$24.3M ﹤0.01% 2678
2023
Q4 		$41.1M Buy
1,321,630
+867,676
+191% +$24.8M ﹤0.01% 2659
2023
Q3 		$12M Sell
453,954
-90,166
-17% -$2.41M ﹤0.01% 2955
2023
Q2 		$14.7M Buy
544,120
+99,480
+22% +$2.52M ﹤0.01% 2797
2023
Q1 		$11.3M Buy
444,640
+16,572
+4% +$437K ﹤0.01% 3037
2022
Q4 		$10.9M Sell
428,068
-39,428
-8% -$950K ﹤0.01% 2992
2022
Q3 		$8.34M Sell
467,496
-53,041
-10% -$1.03M ﹤0.01% 3154
2022
Q2 		$9.9M Buy
520,537
+262,183
+101% +$5.28M ﹤0.01% 3073
2022
Q1 		$5.66M Buy
258,354
+30,990
+14% +$586K ﹤0.01% 3549
2021
Q4 		$4.61M Sell
227,364
-47,775
-17% -$1.03M ﹤0.01% 3804
2021
Q3 		$5.7M Sell
275,139
-126,186
-31% -$3.14M ﹤0.01% 3535
2021
Q2 		$10.7M Buy
401,325
+253,261
+171% +$6.76M ﹤0.01% 2899
2021
Q1 		$3.87M Sell
148,064
-38,363
-21% -$912K ﹤0.01% 3683
2020
Q4 		$4.21M Sell
186,427
-46,146
-20% -$963K ﹤0.01% 3438
2020
Q3 		$4.38M Buy
232,573
+75,284
+48% +$1.5M ﹤0.01% 2844
2020
Q2 		$2.77M Buy
157,289
+7,043
+5% +$119K ﹤0.01% 3280
2020
Q1 		$2.48M Sell
150,246
-519,971
-78% -$11.5M ﹤0.01% 3163
2019
Q4 		$17.4M Buy
670,217
+477,964
+249% +$11.7M ﹤0.01% 1785
2019
Q3 		$4.22M Sell
192,253
-136,326
-41% -$3.12M ﹤0.01% 3047
2019
Q2 		$8.15M Buy
328,579
+94,707
+40% +$2.32M ﹤0.01% 2376
2019
Q1 		$5.7M Sell
233,872
-350,210
-60% -$8.2M ﹤0.01% 2580
2018
Q4 		$12.3M Buy
584,082
+237,897
+69% +$5.8M ﹤0.01% 1903
2018
Q3 		$9.66M Buy
346,185
+205,368
+146% +$5.92M ﹤0.01% 2451
2018
Q2 		$4.13M Buy
140,817
+5,726
+4% +$142K ﹤0.01% 3368
2018
Q1 		$3.14M Buy
135,091
+3,484
+3% +$84K ﹤0.01% 3553
2017
Q4 		$3.33M Buy
131,607
+48,521
+58% +$1.25M ﹤0.01% 3528
2017
Q3 		$2.13M Buy
83,086
+22,833
+38% +$559K ﹤0.01% 3830
2017
Q2 		$1.48M Sell
60,253
-29,036
-33% -$745K ﹤0.01% 4063
2017
Q1 		$2.35M Sell
89,289
-319,476
-78% -$8.58M ﹤0.01% 3667
2016
Q4 		$10.6M Buy
408,765
+267,440
+189% +$6.69M ﹤0.01% 2194
2016
Q3 		$3.28M Sell
141,325
-415,659
-75% -$9.74M ﹤0.01% 3080
2016
Q2 		$12.6M Buy
556,984
+414,329
+290% +$10.6M ﹤0.01% 1794
2016
Q1 		$3.52M Sell
142,655
-75,501
-35% -$1.74M ﹤0.01% 2842
2015
Q4 		$5.23M Sell
218,156
-78,092
-26% -$1.79M ﹤0.01% 2625
2015
Q3 		$5.45M Buy
296,248
+158,723
+115% +$3.39M ﹤0.01% 2581
2015
Q2 		$3.18M Buy
137,525
+69,117
+101% +$1.65M ﹤0.01% 3203
2015
Q1 		$1.62M Buy
68,408
+3,078
+5% +$75.6K ﹤0.01% 3772
2014
Q4 		$1.78M Sell
65,330
-149,610
-70% -$4.46M ﹤0.01% 3666
2014
Q3 		$6.56M Buy
214,940
+85,083
+66% +$2.81M ﹤0.01% 2398
2014
Q2 		$4.49M Sell
129,857
-156,654
-55% -$5.44M ﹤0.01% 2762
2014
Q1 		$9.79M Buy
286,511
+63,130
+28% +$2.18M ﹤0.01% 1974
2013
Q4 		$8.18M Buy
223,381
+179,258
+406% +$6.81M ﹤0.01% 2103
2013
Q3 		$1.71M Buy
44,123
+6,906
+19% +$251K ﹤0.01% 3359
2013
Q2 		$1.23M Buy
+37,217
New +$1.19M ﹤0.01% 3551

Other funds holding EPAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley's EPAC Position: Q1 2026 in Review

Morgan Stanley reduced its Enerpac Tool Group (EPAC) stake by 18% in Q1 2026, selling an estimated $4.22M and leaving 480,293 shares worth $17.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3074.

Morgan Stanley first reported a position in EPAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $41.1M in Q4 2023. 256 funds tracked by Wall St. Rank hold EPAC as of Q1 2026.

  • Morgan Stanley held 480,293 shares of Enerpac Tool Group worth $17.5M as of Q1 2026.
  • Morgan Stanley sold 106,547 Enerpac Tool Group shares in Q1 2026, an estimated $4.22M.
  • Enerpac Tool Group made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3074 holding.
  • Morgan Stanley first reported a position in Enerpac Tool Group in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Enerpac Tool Group position peaked at $41.1M in Q4 2023.
  • 256 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.