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Precision Wealth Strategies’s Enerpac Tool Group EPAC Stock Holding History

Precision Wealth Strategies’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
-13,246
Closed -$537K – 172
2025
Q2 		$537K Buy
13,246
+133
+1% +$5.6K 0.17% 104
2025
Q1 		$588K Buy
13,113
+703
+6% +$31.2K 0.45% 42
2024
Q4 		$510K Buy
+12,410
New +$568K 0.39% 46

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

Precision Wealth Strategies's EPAC Position: Q3 2025 in Review

Precision Wealth Strategies sold out of Enerpac Tool Group (EPAC) in Q3 2025, closing a stake of 13,246 shares — an estimated $537K sold.

Precision Wealth Strategies first reported a position in EPAC in Q4 2024 and held it in 3 quarters. The position peaked at $588K in Q1 2025. 244 funds tracked by Wall St. Rank hold EPAC as of Q3 2025.

  • Precision Wealth Strategies reported no remaining Enerpac Tool Group position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 13,246 Enerpac Tool Group shares in Q3 2025, an estimated $537K.
  • Precision Wealth Strategies first reported a position in Enerpac Tool Group in Q4 2024 and held it in 3 quarters.
  • Precision Wealth Strategies's Enerpac Tool Group position peaked at $588K in Q1 2025.
  • 244 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.