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Whittier Trust’s Enerpac Tool Group EPAC Stock Holding History

Whittier Trust’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 		$12.7K Hold
360
– – ﹤0.01% 1106
2026
Q1 		$12.8K Hold
360
– – ﹤0.01% 1084
2025
Q4 		$14.5K Sell
360
-1,303
-78% -$51.6K ﹤0.01% 1079
2025
Q3 		$68.7K Hold
1,663
– – ﹤0.01% 785
2025
Q2 		$67.5K Hold
1,663
– – ﹤0.01% 884
2025
Q1 		$74.6K Buy
1,663
+1,303
+362% +$57.8K ﹤0.01% 846
2024
Q4 		$14.8K Hold
360
– – ﹤0.01% 1181
2024
Q3 		$15.1K Hold
360
– – ﹤0.01% 1181
2024
Q2 		$13.7K Hold
360
– – ﹤0.01% 1188
2024
Q1 		$12.8K Hold
360
– – ﹤0.01% 1227
2023
Q4 		$11.2K Hold
360
– – ﹤0.01% 1214
2023
Q3 		$9.51K Hold
360
– – ﹤0.01% 1273
2023
Q2 		$9.72K Hold
360
– – ﹤0.01% 1277
2023
Q1 		$9.18K Hold
360
– – ﹤0.01% 1318
2022
Q4 		$9.16K Hold
360
– – ﹤0.01% 1309
2022
Q3 		$6K Hold
360
– – ﹤0.01% 1415
2022
Q2 		$7K Hold
360
– – ﹤0.01% 1371
2022
Q1 		$8K Hold
360
– – ﹤0.01% 1373
2021
Q4 		$7K Buy
+360
New +$7.73K ﹤0.01% 1361
2020
Q1 		– Sell
-710
Closed -$18K – 1501
2019
Q4 		$18K Hold
710
– – ﹤0.01% 1040
2019
Q3 		$16K Hold
710
– – ﹤0.01% 1056
2019
Q2 		$18K Hold
710
– – ﹤0.01% 976
2019
Q1 		$17K Hold
710
– – ﹤0.01% 980
2018
Q4 		$15K Hold
710
– – ﹤0.01% 1015
2018
Q3 		$20K Hold
710
– – ﹤0.01% 943
2018
Q2 		$21K Hold
710
– – ﹤0.01% 913
2018
Q1 		$17K Buy
+710
New +$17.1K ﹤0.01% 967

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

Whittier Trust's EPAC Position: Q2 2026 in Review

Whittier Trust held its Enerpac Tool Group (EPAC) position steady in Q2 2026 at 360 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Whittier Trust first reported a position in EPAC in Q1 2018 and has held it in 27 quarters since. The position peaked at $74.6K in Q1 2025. 278 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Whittier Trust held 360 shares of Enerpac Tool Group worth $12.7K as of Q2 2026.
  • Whittier Trust left its Enerpac Tool Group share count unchanged in Q2 2026.
  • Enerpac Tool Group made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1106 holding.
  • Whittier Trust first reported a position in Enerpac Tool Group in Q1 2018 and has held it in 27 quarters since.
  • Whittier Trust's Enerpac Tool Group position peaked at $74.6K in Q1 2025.
  • 278 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.