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Twin Peaks Wealth Advisors’s Enerpac Tool Group EPAC Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-134
Closed -$4.89K – 825
2026
Q1 		$4.89K Buy
+134
New +$5.31K ﹤0.01% 1405
2025
Q3 		– Sell
-196
Closed -$8.19K – 746
2025
Q2 		$8.19K Buy
+196
New +$8.26K ﹤0.01% 1044

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

Twin Peaks Wealth Advisors's EPAC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Enerpac Tool Group (EPAC) in Q2 2026, closing a stake of 134 shares — an estimated $4.89K sold.

Twin Peaks Wealth Advisors first reported a position in EPAC in Q2 2025 and held it in 2 quarters. The position peaked at $8.19K in Q2 2025. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Enerpac Tool Group position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 134 Enerpac Tool Group shares in Q2 2026, an estimated $4.89K.
  • Twin Peaks Wealth Advisors first reported a position in Enerpac Tool Group in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Enerpac Tool Group position peaked at $8.19K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.