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Wallace Advisory Group’s Enerpac Tool Group EPAC Stock Holding History

Wallace Advisory Group’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
Q3 		– Sell
-6,663
Closed -$299K – 173
2025
Q2 		$299K Buy
6,663
+491
+8% +$20.7K 0.22% 131
2025
Q1 		$254K Buy
+6,172
New +$274K 0.18% 156

Other funds holding EPAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CB
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

Wallace Advisory Group's EPAC Position: Q3 2025 in Review

Wallace Advisory Group sold out of Enerpac Tool Group (EPAC) in Q3 2025, closing a stake of 6,663 shares — an estimated $299K sold.

Wallace Advisory Group first reported a position in EPAC in Q1 2025 and held it in 2 quarters. The position peaked at $299K in Q2 2025. 244 funds tracked by Wall St. Rank hold EPAC as of Q3 2025.

  • Wallace Advisory Group reported no remaining Enerpac Tool Group position as of Q3 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 6,663 Enerpac Tool Group shares in Q3 2025, an estimated $299K.
  • Wallace Advisory Group first reported a position in Enerpac Tool Group in Q1 2025 and held it in 2 quarters.
  • Wallace Advisory Group's Enerpac Tool Group position peaked at $299K in Q2 2025.
  • 244 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2025.

Based on Wallace Advisory Group's 13F filing for Q3 2025, filed 16 Oct 2025.