EWM
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Empirical Wealth Management’s EnerSys ENS Stock Holding History

Empirical Wealth Management’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 		$757K Buy
3,237
+621
+24% +$135K 0.01% 490
2026
Q1 		$454K Buy
2,616
+322
+14% +$54.5K 0.01% 609
2025
Q4 		$337K Buy
+2,294
New +$306K 0.01% 653

Other funds holding ENS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Empirical Wealth Management's ENS Position: Q2 2026 in Review

Empirical Wealth Management increased its EnerSys (ENS) stake by 24% in Q2 2026, buying an estimated $135K and bringing the position to 3,237 shares worth $757K. The position accounts for 0.01% of the portfolio, ranked #490.

Empirical Wealth Management first reported a position in ENS in Q4 2025 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold ENS as of Q2 2026.

  • Empirical Wealth Management held 3,237 shares of EnerSys worth $757K as of Q2 2026.
  • Empirical Wealth Management bought 621 EnerSys shares in Q2 2026, an estimated $135K.
  • EnerSys made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #490 holding.
  • Empirical Wealth Management first reported a position in EnerSys in Q4 2025 and has held it in 3 quarters since.
  • 318 funds tracked by Wall St. Rank held EnerSys as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.