Portside Wealth Group
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Portside Wealth Group’s Enerpac Tool Group EPAC Stock Holding History

Portside Wealth Group’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 		– Sell
-6,544
Closed -$239K – 529
2026
Q1 		$239K Sell
6,544
-1,332
-17% -$52.8K 0.03% 415
2025
Q4 		$301K Sell
7,876
-6,378
-45% -$253K 0.04% 362
2025
Q3 		$584K Sell
14,254
-7,109
-33% -$287K 0.08% 231
2025
Q2 		$866K Sell
21,363
-1,296
-6% -$54.6K 0.13% 169
2025
Q1 		$1.02M Buy
22,659
+3,996
+21% +$177K 0.17% 137
2024
Q4 		$767K Buy
+18,663
New +$854K 0.13% 171

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 $3.38T AUM 44.17% 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
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Portside Wealth Group's EPAC Position: Q2 2026 in Review

Portside Wealth Group sold out of Enerpac Tool Group (EPAC) in Q2 2026, closing a stake of 6,544 shares — an estimated $239K sold.

Portside Wealth Group first reported a position in EPAC in Q4 2024 and held it in 6 quarters. The position peaked at $1.02M in Q1 2025. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Portside Wealth Group reported no remaining Enerpac Tool Group position as of Q2 2026 after selling out during the quarter.
  • Portside Wealth Group sold 6,544 Enerpac Tool Group shares in Q2 2026, an estimated $239K.
  • Portside Wealth Group first reported a position in Enerpac Tool Group in Q4 2024 and held it in 6 quarters.
  • Portside Wealth Group's Enerpac Tool Group position peaked at $1.02M in Q1 2025.
  • 277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.