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Private Wealth Asset Management’s Enerpac Tool Group EPAC Stock Holding History

Private Wealth Asset Management’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 		$17K Hold
474
– – ﹤0.01% 600
2026
Q1 		$17.3K Hold
474
– – ﹤0.01% 592
2025
Q4 		$18.1K Hold
474
– – ﹤0.01% 576
2025
Q3 		$19.4K Hold
474
– – ﹤0.01% 530
2025
Q2 		$19.2K Hold
474
– – ﹤0.01% 545
2025
Q1 		$21.3K Buy
+474
New +$21K ﹤0.01% 510

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

Private Wealth Asset Management's EPAC Position: Q2 2026 in Review

Private Wealth Asset Management held its Enerpac Tool Group (EPAC) position steady in Q2 2026 at 474 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Private Wealth Asset Management first reported a position in EPAC in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.3K in Q1 2025. 278 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Private Wealth Asset Management held 474 shares of Enerpac Tool Group worth $17K as of Q2 2026.
  • Private Wealth Asset Management left its Enerpac Tool Group share count unchanged in Q2 2026.
  • Enerpac Tool Group made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #600 holding.
  • Private Wealth Asset Management first reported a position in Enerpac Tool Group in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Enerpac Tool Group position peaked at $21.3K in Q1 2025.
  • 278 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.