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
Q2 		$264K Buy
+7,515
New +$264K ﹤0.01% 3324
2026
Q1 		– Sell
-5,921
Closed -$238K – 3670
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 $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

Wealth Enhancement Advisory Services's EPAC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Enerpac Tool Group (EPAC) in Q2 2026: 7,515 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #3324 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in EPAC as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in EPAC in Q3 2024 and has held it in 7 quarters since. The position peaked at $307K in Q1 2025. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 7,515 shares of Enerpac Tool Group worth $264K as of Q2 2026.
  • Enerpac Tool Group was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Enerpac Tool Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3324 holding.
  • Wealth Enhancement Advisory Services first reported a position in Enerpac Tool Group in Q3 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Enerpac Tool Group position peaked at $307K in Q1 2025.
  • 277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.