Clearstead Advisors’s EnerSys ENS Stock Holding History

Clearstead Advisors’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	$297K	Buy	1,712 +898	+110%	+$152K	﹤0.01%	866
2025 Q4	$119K	Buy	814 +237	+41%	+$31.6K	﹤0.01%	1074
2025 Q3	$65.2K	Sell	577 -2,100	-78%	-$206K	﹤0.01%	1191
2025 Q2	$230K	Buy	2,677 +354	+15%	+$30.9K	﹤0.01%	853
2025 Q1	$213K	Buy	2,323 +7	+0.3%	+$683	﹤0.01%	815
2024 Q4	$214K	Hold	2,316	–	–	﹤0.01%	830
2024 Q3	$236K	Hold	2,316	–	–	﹤0.01%	796
2024 Q2	$240K	Buy	2,316 +2,116	+1,058%	+$208K	﹤0.01%	759
2024 Q1	$19.3K	Hold	200	–	–	﹤0.01%	954
2023 Q4	$20.2K	Sell	200 -200	-50%	-$18.4K	﹤0.01%	941
2023 Q3	$37.9K	Buy	400 +200	+100%	+$20.5K	﹤0.01%	927
2023 Q2	$21.7K	Hold	200	–	–	﹤0.01%	882
2023 Q1	$17.4K	Hold	200	–	–	﹤0.01%	870
2022 Q4	$14.8K	Hold	200	–	–	﹤0.01%	852
2022 Q3	$12K	Hold	200	–	–	﹤0.01%	857
2022 Q2	$12K	Hold	200	–	–	﹤0.01%	894
2022 Q1	$15K	Hold	200	–	–	﹤0.01%	916
2021 Q4	$16K	Buy	+200	New	+$15.6K	﹤0.01%	861

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