NewEdge Advisors’s Enerpac Tool Group EPAC Stock Holding History

NewEdge Advisors’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 Q2	–	Sell	-205	Closed	-$9.2K	–	4034
2025 Q1	$9.2K	Hold	205	–	–	﹤0.01%	3128
2024 Q4	$8.42K	Buy	+205	New	+$9.38K	﹤0.01%	3084
2023 Q2	–	Sell	-97	Closed	-$2.48K	–	3521
2023 Q1	$2.48K	Sell	97 -1,329	-93%	-$35.1K	﹤0.01%	2986
2022 Q4	$31.6K	Buy	+1,426	New	+$34.4K	﹤0.01%	1936
2017 Q3	–	Sell	-250	Closed	-$6.17K	–	584
2017 Q2	$6.17K	Buy	+250	New	+$6.41K	﹤0.01%	1097

Other funds holding EPAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's EPAC Position: Q2 2025 in Review

NewEdge Advisors sold out of Enerpac Tool Group (EPAC) in Q2 2025, closing a stake of 205 shares — an estimated $9.2K sold.

NewEdge Advisors first reported a position in EPAC in Q2 2017 and held it in 5 quarters. The position peaked at $31.6K in Q4 2022. 264 funds tracked by Wall St. Rank hold EPAC as of Q2 2025.

NewEdge Advisors reported no remaining Enerpac Tool Group position as of Q2 2025 after selling out during the quarter.
NewEdge Advisors sold 205 Enerpac Tool Group shares in Q2 2025, an estimated $9.2K.
NewEdge Advisors first reported a position in Enerpac Tool Group in Q2 2017 and held it in 5 quarters.
NewEdge Advisors's Enerpac Tool Group position peaked at $31.6K in Q4 2022.
264 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.