Parallel Advisors’s Enerpac Tool Group EPAC Stock Holding History

Parallel 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
2026 Q3	$1.5K	Buy	43 +35	+438%	+$1.26K	﹤0.01%	3701
2026 Q2	$287	Sell	8 -1	-11%	-$35	﹤0.01%	3838
2026 Q1	$328	Hold	9	–	–	﹤0.01%	3729
2025 Q4	$344	Hold	9	–	–	﹤0.01%	3459
2025 Q3	$369	Buy	+9	New	+$363	﹤0.01%	3367
2025 Q2	–	Sell	-11	Closed	-$493	–	3588
2025 Q1	$493	Hold	11	–	–	﹤0.01%	3238
2024 Q4	$452	Hold	11	–	–	﹤0.01%	3240
2024 Q3	$461	Hold	11	–	–	﹤0.01%	3194
2024 Q2	$420	Buy	+11	New	+$408	﹤0.01%	3116
2022 Q3	–	Sell	-22	Closed	–	–	3236
2022 Q2	$0	Buy	+22	New	+$443	﹤0.01%	3078
2022 Q1	–	Sell	-5	Closed	–	–	3047
2021 Q4	$0	Buy	+5	New	+$107	﹤0.01%	3141
2020 Q4	–	Sell	-142	Closed	-$3K	–	2597
2020 Q3	$3K	Hold	142	–	–	﹤0.01%	2179
2020 Q2	$2K	Hold	142	–	–	﹤0.01%	2181
2020 Q1	$2K	Hold	142	–	–	﹤0.01%	2118
2019 Q4	$4K	Hold	142	–	–	﹤0.01%	2013
2019 Q3	$3K	Sell	142 -316	-69%	-$7.23K	﹤0.01%	2046
2019 Q2	$11K	Hold	458	–	–	﹤0.01%	1547
2019 Q1	$11K	Buy	458 +316	+223%	+$7.4K	﹤0.01%	1486
2018 Q4	$2K	Hold	142	–	–	﹤0.01%	1855
2018 Q3	$4K	Hold	142	–	–	﹤0.01%	1790
2018 Q2	$4K	Hold	142	–	–	﹤0.01%	1662
2018 Q1	$3K	Hold	142	–	–	﹤0.01%	1712
2017 Q4	$4K	Hold	142	–	–	﹤0.01%	1644
2017 Q3	$4K	Hold	142	–	–	﹤0.01%	1657
2017 Q2	$3K	Hold	142	–	–	﹤0.01%	1750
2017 Q1	$4K	Hold	142	–	–	﹤0.01%	1568
2016 Q4	$4K	Buy	+142	New	+$3.55K	﹤0.01%	1422

Other funds holding EPAC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Parallel Advisors's EPAC Position: Q3 2026 in Review

Parallel Advisors increased its Enerpac Tool Group (EPAC) stake by 438% in Q3 2026, buying an estimated $1.26K and bringing the position to 43 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3701.

Parallel Advisors first reported a position in EPAC in Q4 2016 and has held it in 27 quarters since. The position peaked at $11K in Q2 2019. 78 funds tracked by Wall St. Rank hold EPAC as of Q3 2026.

Parallel Advisors held 43 shares of Enerpac Tool Group worth $1.5K as of Q3 2026.
Parallel Advisors bought 35 Enerpac Tool Group shares in Q3 2026, an estimated $1.26K.
Enerpac Tool Group made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3701 holding.
Parallel Advisors first reported a position in Enerpac Tool Group in Q4 2016 and has held it in 27 quarters since.
Parallel Advisors's Enerpac Tool Group position peaked at $11K in Q2 2019.
78 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.