Wealth Enhancement Advisory Services
EPAC icon

Wealth Enhancement Advisory Services’s Enerpac Tool Group EPAC Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-5,921
Closed -$238K – 3671
2025
Q4 		$238K Sell
5,921
-67
-1% -$2.65K ﹤0.01% 3130
2025
Q3 		$239K Buy
5,988
+153
+3% +$6.17K ﹤0.01% 2978
2025
Q2 		$222K Sell
5,835
-1,010
-15% -$42.5K ﹤0.01% 2901
2025
Q1 		$307K Buy
6,845
+440
+7% +$19.5K ﹤0.01% 2433
2024
Q4 		$263K Buy
6,405
+787
+14% +$36K ﹤0.01% 2485
2024
Q3 		$235K Buy
+5,618
New +$225K ﹤0.01% 2344

Other funds holding EPAC

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return