Physician Wealth Advisors
EPAC icon

Physician Wealth Advisors’s Enerpac Tool Group EPAC Stock Holding History

Physician Wealth 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 		$349 Hold
10
– – ﹤0.01% 2374
2026
Q2 		$359 Buy
+10
New +$351 ﹤0.01% 2277

Other funds holding EPAC

Dimensional Fund Advisors
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Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Physician Wealth Advisors's EPAC Position: Q3 2026 in Review

Physician Wealth Advisors held its Enerpac Tool Group (EPAC) position steady in Q3 2026 at 10 shares worth $349. The position accounts for ﹤0.01% of the portfolio, ranked #2374.

Physician Wealth Advisors first reported a position in EPAC in Q2 2026 and has held it in 2 quarters since. The position peaked at $359 in Q2 2026. 110 funds tracked by Wall St. Rank hold EPAC as of Q3 2026.

  • Physician Wealth Advisors held 10 shares of Enerpac Tool Group worth $349 as of Q3 2026.
  • Physician Wealth Advisors left its Enerpac Tool Group share count unchanged in Q3 2026.
  • Enerpac Tool Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2374 holding.
  • Physician Wealth Advisors first reported a position in Enerpac Tool Group in Q2 2026 and has held it in 2 quarters since.
  • Physician Wealth Advisors's Enerpac Tool Group position peaked at $359 in Q2 2026.
  • 110 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.