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 Q2	$426K	Buy	1,820 +108	+6%	+$23.5K	﹤0.01%	806
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	Hold	200	–	–	﹤0.01%	941
2023 Q3	$18.9K	Hold	200	–	–	﹤0.01%	898
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Clearstead Advisors's ENS Position: Q2 2026 in Review

Clearstead Advisors increased its EnerSys (ENS) stake by 6.3% in Q2 2026, buying an estimated $23.5K and bringing the position to 1,820 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Clearstead Advisors first reported a position in ENS in Q4 2021 and has held it in 19 quarters since. 552 funds tracked by Wall St. Rank hold ENS as of Q2 2026.

Clearstead Advisors held 1,820 shares of EnerSys worth $426K as of Q2 2026.
Clearstead Advisors bought 108 EnerSys shares in Q2 2026, an estimated $23.5K.
EnerSys made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #806 holding.
Clearstead Advisors first reported a position in EnerSys in Q4 2021 and has held it in 19 quarters since.
552 funds tracked by Wall St. Rank held EnerSys as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.