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Pinnacle Wealth Planning Services’s Enerpac Tool Group EPAC Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$11.5K Sell
322
-308
-49% -$10.8K ﹤0.01% 2011
2026
Q1 		$23K Sell
630
-528
-46% -$20.9K ﹤0.01% 1624
2025
Q4 		$44.3K Buy
+1,158
New +$45.9K ﹤0.01% 1274
2021
Q1 		– Sell
-29
Closed -$1K – 840
2020
Q4 		$1K Buy
+29
New +$605 ﹤0.01% 2102

Other funds holding EPAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Pinnacle Wealth Planning Services's EPAC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Enerpac Tool Group (EPAC) stake by 49% in Q2 2026, selling an estimated $10.8K and leaving 322 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2011.

Pinnacle Wealth Planning Services first reported a position in EPAC in Q4 2020 and has held it in 4 quarters since. The position peaked at $44.3K in Q4 2025. 278 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 322 shares of Enerpac Tool Group worth $11.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 308 Enerpac Tool Group shares in Q2 2026, an estimated $10.8K.
  • Enerpac Tool Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2011 holding.
  • Pinnacle Wealth Planning Services first reported a position in Enerpac Tool Group in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Enerpac Tool Group position peaked at $44.3K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.