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Ritter Daniher Financial Advisory’s Enerpac Tool Group EPAC Stock Holding History

Ritter Daniher Financial Advisory’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 		$3.51K Sell
98
-32
-25% -$1.12K ﹤0.01% 534
2026
Q1 		$4.74K Sell
130
-32
-20% -$1.27K ﹤0.01% 515
2025
Q4 		$6.2K Buy
+162
New +$6.41K ﹤0.01% 490

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

Ritter Daniher Financial Advisory's EPAC Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Enerpac Tool Group (EPAC) stake by 25% in Q2 2026, selling an estimated $1.12K and leaving 98 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Ritter Daniher Financial Advisory first reported a position in EPAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.2K in Q4 2025. 278 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Ritter Daniher Financial Advisory held 98 shares of Enerpac Tool Group worth $3.51K as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 32 Enerpac Tool Group shares in Q2 2026, an estimated $1.12K.
  • Enerpac Tool Group made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #534 holding.
  • Ritter Daniher Financial Advisory first reported a position in Enerpac Tool Group in Q4 2025 and has held it in 3 quarters since.
  • Ritter Daniher Financial Advisory's Enerpac Tool Group position peaked at $6.2K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.