Allworth Financial’s EnerSys ENS Stock Holding History

Allworth Financial’s Portfolio ENS Stock Details ENS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$75.1K	Buy	432 +18	+4%	+$3.05K	﹤0.01%	2043
2025 Q4	$60.8K	Buy	414 +170	+70%	+$22.7K	﹤0.01%	2072
2025 Q3	$27.6K	Buy	244 +199	+442%	+$19.6K	﹤0.01%	2506
2025 Q2	$3.86K	Hold	45	–	–	﹤0.01%	3404
2025 Q1	$3.87K	Buy	45 +19	+73%	+$1.85K	﹤0.01%	2899
2024 Q4	$2.6K	Sell	26 -17	-40%	-$1.66K	﹤0.01%	3057
2024 Q3	$4.39K	Sell	43 -11	-20%	-$1.11K	﹤0.01%	2627
2024 Q2	$5.7K	Buy	54 +14	+35%	+$1.37K	﹤0.01%	2466
2024 Q1	$3.78K	Buy	40 +14	+54%	+$1.32K	﹤0.01%	2526
2023 Q4	$2.63K	Buy	26 +20	+333%	+$1.84K	﹤0.01%	2558
2023 Q3	$569	Buy	+6	New	+$615	﹤0.01%	3010
2022 Q4	–	Sell	-11	Closed	-$1K	–	3061
2022 Q3	$1K	Buy	11 +8	+267%	+$509	﹤0.01%	2363
2022 Q2	$0	Buy	+3	New	+$198	﹤0.01%	2505

Other funds holding ENS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return