HOWE & RUSLING INC EPAC — ENERPAC TOOL GROUP CORP

Ownership history in HOWE & RUSLING INC  ·  25 quarters on record

AI Ownership Summary

HOWE & RUSLING INC reported ENERPAC TOOL GROUP CORP (EPAC) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2023 Q4. The latest visible filing shows EPAC at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EPAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HOWE & RUSLING INC's position in ENERPAC TOOL GROUP CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EPAC was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EPAC stock page HOWE & RUSLING INC fund profile HOWE & RUSLING INC full holdings
How HOWE & RUSLING INC held EPAC — position size vs. price
% of Fund (quarterly)    EPAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 8,950 +1,218 +15.8% 0.02% $326K 2026-04-28 $36.08
2025 Q4 UNCHANGED — — — 7,732 — 0% 0.02% $296K 2026-02-17 $42.80
2025 Q3 ADDED — — — 7,732 +1,798 +30.3% 0.02% $317K 2025-11-05 $41.19
2025 Q2 REDUCED 24.8% -0.1% ✅ 5,934 -1,953 -24.8% 0.02% $241K 2025-08-12 $41.74
2025 Q1 REDUCED 12.5% -9.6% ✅ 7,887 -1,124 -12.5% 0.03% $354K 2025-06-17 $42.08
2024 Q4 REDUCED 14.4% +9.2% ❌ 9,011 -1,519 -14.4% 0.03% $370K 2025-02-12 $44.65
2024 Q3 REDUCED — — — 10,530 -379 -3.5% 0.04% $441K 2024-11-08 $50.85
2024 Q2 REDUCED 5.4% +9.7% ❌ 10,909 -627 -5.4% 0.04% $417K 2024-08-14 $39.59
2024 Q1 REDUCED — — — 11,536 -499 -4.1% 0.04% $411K 2024-05-15 $37.68
2023 Q4 REDUCED 15.5% +14.2% ❌ 12,035 -2,210 -15.5% 0.04% $374K 2024-02-06 $31.64
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EPAC

As of 2026 Q1 — sorted by position size

MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.72% Leeward Investments, LLC - MA 3Y 0.44% Moran Wealth Management, LLC 3Y 0.14% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.06% Central Pacific Bank - Trust Division 0.04% PRAXIS INVESTMENT MANAGEMENT INC 3Y 7Y 0.02% Louisiana State Employees Retirement System 3Y 7Y 0.01% Diversified Trust Co 3Y 7Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.01% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01%

FAQ About HOWE & RUSLING INC and EPAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has HOWE & RUSLING INC reported owning EPAC?

HOWE & RUSLING INC reported EPAC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EPAC position in HOWE & RUSLING INC's portfolio?

The largest reported portfolio weight for EPAC was 0.04% in 2023 Q4.

What is the latest reported EPAC position on this page?

The most recent filing on this page is 2026 Q1, when HOWE & RUSLING INC reported 8,950 shares, equal to 0.02% of portfolio, with an estimated market value of $326K.

What does the chart on this EPAC ownership page compare?

The chart compares HOWE & RUSLING INC's quarterly EPAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HOWE & RUSLING INC time their EPAC position?

Based on 13F filing dates vs. subsequent EPAC price moves, HOWE & RUSLING INC correctly timed 13 out of 19 reported position changes (68%). The annualised alpha on EPAC relative to SPY over the holding period was -1.5%.

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