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True Wealth Design’s Enerpac Tool Group EPAC Stock Holding History

True Wealth Design’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 		$5.51K Buy
158
+67
+74% +$2.41K ﹤0.01% 1308
2026
Q2 		$3.26K Buy
+91
New +$3.19K ﹤0.01% 1506

Other funds holding EPAC

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

True Wealth Design's EPAC Position: Q3 2026 in Review

True Wealth Design increased its Enerpac Tool Group (EPAC) stake by 74% in Q3 2026, buying an estimated $2.41K and bringing the position to 158 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

True Wealth Design first reported a position in EPAC in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold EPAC as of Q3 2026.

  • True Wealth Design held 158 shares of Enerpac Tool Group worth $5.51K as of Q3 2026.
  • True Wealth Design bought 67 Enerpac Tool Group shares in Q3 2026, an estimated $2.41K.
  • Enerpac Tool Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1308 holding.
  • True Wealth Design first reported a position in Enerpac Tool Group in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.