Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Enerpac Tool Group EPAC Stock Holding History

Northwestern Mutual 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
2025
Q3 		– Sell
-71
Closed -$2.88K – 3874
2025
Q2 		$2.88K Buy
+71
New +$2.99K ﹤0.01% 3158
2019
Q1 		– Sell
-400
Closed -$8K – 2574
2018
Q4 		$8K Buy
+400
New +$9.75K ﹤0.01% 1892
2015
Q4 		– Sell
-74
Closed -$1K – 1653
2015
Q3 		$1K Buy
+74
New +$1.58K ﹤0.01% 1550
2014
Q4 		– Sell
-560
Closed -$17K – 1732
2014
Q3 		$17K Buy
560
+213
+61% +$7.04K ﹤0.01% 851
2014
Q2 		$12K Sell
347
-287
-45% -$9.96K ﹤0.01% 862
2014
Q1 		$22K Buy
634
+273
+76% +$9.43K ﹤0.01% 743
2013
Q4 		$13K Sell
361
-200
-36% -$7.6K ﹤0.01% 869
2013
Q3 		$22K Buy
561
+74
+15% +$2.69K ﹤0.01% 721
2013
Q2 		$16K Buy
+487
New +$15.6K ﹤0.01% 755

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

Northwestern Mutual Wealth Management's EPAC Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of Enerpac Tool Group (EPAC) in Q3 2025, closing a stake of 71 shares — an estimated $2.88K sold.

Northwestern Mutual Wealth Management first reported a position in EPAC in Q2 2013 and held it in 9 quarters. The position peaked at $22K in Q1 2014. 244 funds tracked by Wall St. Rank hold EPAC as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining Enerpac Tool Group position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 71 Enerpac Tool Group shares in Q3 2025, an estimated $2.88K.
  • Northwestern Mutual Wealth Management first reported a position in Enerpac Tool Group in Q2 2013 and held it in 9 quarters.
  • Northwestern Mutual Wealth Management's Enerpac Tool Group position peaked at $22K in Q1 2014.
  • 244 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.