Rockefeller Capital Management
EPAC icon

Rockefeller Capital Management’s Enerpac Tool Group EPAC Stock Holding History

Rockefeller Capital 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 		$49.1K Sell
1,367
-790
-37% -$27.7K ﹤0.01% 3380
2026
Q1 		$78.7K Buy
2,157
+612
+40% +$24.3K ﹤0.01% 3007
2025
Q4 		$59.1K Buy
1,545
+183
+13% +$7.25K ﹤0.01% 2994
2025
Q3 		$55.8K Buy
+1,362
New +$55K ﹤0.01% 2859
2022
Q4 		– Sell
-67
Closed -$1K – 3936
2022
Q3 		$1K Sell
67
-190
-74% -$3.7K ﹤0.01% 3700
2022
Q2 		$4K Buy
257
+79
+44% +$1.59K ﹤0.01% 3537
2022
Q1 		$3K Hold
178
– – ﹤0.01% 3492
2021
Q4 		$3K Buy
178
+67
+60% +$1.44K ﹤0.01% 3422
2021
Q3 		$2K Hold
111
– – ﹤0.01% 3423
2021
Q2 		$2K Hold
111
– – ﹤0.01% 3238
2021
Q1 		$2K Sell
111
-168
-60% -$4K ﹤0.01% 3096
2020
Q4 		$6K Hold
279
– – ﹤0.01% 2369
2020
Q3 		$5K Hold
279
– – ﹤0.01% 2209
2020
Q2 		$5K Hold
279
– – ﹤0.01% 2088
2020
Q1 		$5K Hold
279
– – ﹤0.01% 1941
2019
Q4 		$7K Hold
279
– – ﹤0.01% 1696
2019
Q3 		$6K Hold
279
– – ﹤0.01% 1567
2019
Q2 		$7K Buy
+279
New +$6.84K ﹤0.01% 1343

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

Rockefeller Capital Management's EPAC Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Enerpac Tool Group (EPAC) stake by 37% in Q2 2026, selling an estimated $27.7K and leaving 1,367 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3380.

Rockefeller Capital Management first reported a position in EPAC in Q2 2019 and has held it in 18 quarters since. The position peaked at $78.7K in Q1 2026. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Rockefeller Capital Management held 1,367 shares of Enerpac Tool Group worth $49.1K as of Q2 2026.
  • Rockefeller Capital Management sold 790 Enerpac Tool Group shares in Q2 2026, an estimated $27.7K.
  • Enerpac Tool Group made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3380 holding.
  • Rockefeller Capital Management first reported a position in Enerpac Tool Group in Q2 2019 and has held it in 18 quarters since.
  • Rockefeller Capital Management's Enerpac Tool Group position peaked at $78.7K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.