TD Private Client Wealth’s Enerpac Tool Group EPAC Stock Holding History

TD Private Client Wealth’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
2025 Q2	–	Sell	-39	Closed	-$1.75K	–	1445
2025 Q1	$1.75K	Buy	+39	New	+$1.73K	﹤0.01%	1210
2020 Q3	–	Sell	-695	Closed	-$12.2K	–	1126
2020 Q2	$12.2K	Sell	695 -1,760	-72%	-$29.7K	﹤0.01%	779
2020 Q1	$40.6K	Buy	+2,455	New	+$54.5K	﹤0.01%	610

Other funds holding EPAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

TD Private Client Wealth's EPAC Position: Q2 2025 in Review

TD Private Client Wealth sold out of Enerpac Tool Group (EPAC) in Q2 2025, closing a stake of 39 shares — an estimated $1.75K sold.

TD Private Client Wealth first reported a position in EPAC in Q1 2020 and held it in 3 quarters. The position peaked at $40.6K in Q1 2020. 264 funds tracked by Wall St. Rank hold EPAC as of Q2 2025.

TD Private Client Wealth reported no remaining Enerpac Tool Group position as of Q2 2025 after selling out during the quarter.
TD Private Client Wealth sold 39 Enerpac Tool Group shares in Q2 2025, an estimated $1.75K.
TD Private Client Wealth first reported a position in Enerpac Tool Group in Q1 2020 and held it in 3 quarters.
TD Private Client Wealth's Enerpac Tool Group position peaked at $40.6K in Q1 2020.
264 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2025.

Based on TD Private Client Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.