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Rothschild Investment LLC’s Enerpac Tool Group EPAC Stock Holding History

Rothschild Investment LLC’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 		$5.59K Buy
156
+110
+239% +$3.86K ﹤0.01% 2210
2026
Q1 		$1.68K Buy
46
+10
+28% +$396 ﹤0.01% 2633
2025
Q4 		$1.38K Sell
36
-9
-20% -$356 ﹤0.01% 2550
2025
Q3 		$1.84K Sell
45
-90
-67% -$3.63K ﹤0.01% 2278
2025
Q2 		$5.48K Buy
135
+30
+29% +$1.26K ﹤0.01% 1472
2025
Q1 		$4.71K Buy
105
+50
+91% +$2.22K ﹤0.01% 1468
2024
Q4 		$2.26K Buy
55
+5
+10% +$229 ﹤0.01% 1730
2024
Q3 		$2.1K Buy
50
+45
+900% +$1.8K ﹤0.01% 1702
2024
Q2 		$191 Hold
5
– – ﹤0.01% 2505
2024
Q1 		$178 Buy
+5
New +$161 ﹤0.01% 1804

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

Rothschild Investment LLC's EPAC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Enerpac Tool Group (EPAC) stake by 239% in Q2 2026, buying an estimated $3.86K and bringing the position to 156 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

Rothschild Investment LLC first reported a position in EPAC in Q1 2024 and has held it in 10 quarters since. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Rothschild Investment LLC held 156 shares of Enerpac Tool Group worth $5.59K as of Q2 2026.
  • Rothschild Investment LLC bought 110 Enerpac Tool Group shares in Q2 2026, an estimated $3.86K.
  • Enerpac Tool Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2210 holding.
  • Rothschild Investment LLC first reported a position in Enerpac Tool Group in Q1 2024 and has held it in 10 quarters since.
  • 277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.