Salomon & Ludwin
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Salomon & Ludwin’s Enerpac Tool Group EPAC Stock Holding History

Salomon & Ludwin’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
Q3 		$14.7K Hold
421
– – ﹤0.01% 1135
2026
Q2 		$14.7K Sell
421
-444
-51% -$15.6K ﹤0.01% 1378
2026
Q1 		$30.7K Buy
865
+612
+242% +$24.3K ﹤0.01% 770
2025
Q4 		$10K Buy
253
+144
+132% +$5.7K ﹤0.01% 1436
2025
Q3 		$4.5K Buy
+109
New +$4.4K ﹤0.01% 1759

Other funds holding EPAC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Salomon & Ludwin's EPAC Position: Q3 2026 in Review

Salomon & Ludwin held its Enerpac Tool Group (EPAC) position steady in Q3 2026 at 421 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Salomon & Ludwin first reported a position in EPAC in Q3 2025 and has held it in 5 quarters since. The position peaked at $30.7K in Q1 2026. 79 funds tracked by Wall St. Rank hold EPAC as of Q3 2026.

  • Salomon & Ludwin held 421 shares of Enerpac Tool Group worth $14.7K as of Q3 2026.
  • Salomon & Ludwin left its Enerpac Tool Group share count unchanged in Q3 2026.
  • Enerpac Tool Group made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1135 holding.
  • Salomon & Ludwin first reported a position in Enerpac Tool Group in Q3 2025 and has held it in 5 quarters since.
  • Salomon & Ludwin's Enerpac Tool Group position peaked at $30.7K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.