Sittner & Nelson’s Enerpac Tool Group EPAC Stock Holding History

Sittner & Nelson’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 Q1	$25.5K	Hold	698	–	–	0.01%	360
2025 Q4	$29.8K	Hold	698	–	–	0.01%	308
2025 Q3	$28.6K	Hold	698	–	–	0.01%	291
2025 Q2	$28.3K	Hold	698	–	–	0.01%	290
2025 Q1	$31.3K	Hold	698	–	–	0.01%	272
2024 Q4	$28.7K	Hold	698	–	–	0.01%	261
2024 Q3	$29.2K	Hold	698	–	–	0.01%	264
2024 Q2	$26.6K	Hold	698	–	–	0.01%	259
2024 Q1	$24.9K	Hold	698	–	–	0.01%	257
2023 Q4	$21.7K	Hold	698	–	–	0.01%	275
2023 Q3	$18.4K	Hold	698	–	–	0.01%	281
2023 Q2	$18.8K	Hold	698	–	–	0.01%	287
2023 Q1	$17.8K	Hold	698	–	–	0.01%	307
2022 Q4	$17.8K	Hold	698	–	–	0.01%	288
2022 Q3	$12K	Hold	698	–	–	0.01%	310
2022 Q2	$13K	Hold	698	–	–	0.01%	336
2022 Q1	$15K	Hold	698	–	–	0.01%	303
2021 Q4	$14K	Hold	698	–	–	0.01%	310
2021 Q3	$14K	Hold	698	–	–	0.01%	285
2021 Q2	$19K	Hold	698	–	–	0.01%	247
2021 Q1	$18K	Hold	698	–	–	0.01%	241
2020 Q4	$16K	Buy	+698	New	+$14.6K	0.01%	241

Other funds holding EPAC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return