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EP Wealth Advisors’s EnerSys ENS Stock Holding History

EP Wealth 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 		$383K Sell
2,203
-269
-11% -$45.6K ﹤0.01% 1030
2025
Q4 		$363K Buy
+2,472
New +$330K ﹤0.01% 1030
2025
Q2 		– Sell
-2,497
Closed -$229K – 1437
2025
Q1 		$229K Buy
+2,497
New +$244K ﹤0.01% 1064

Other funds holding ENS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

EP Wealth Advisors's ENS Position: Q1 2026 in Review

EP Wealth Advisors reduced its EnerSys (ENS) stake by 11% in Q1 2026, selling an estimated $45.6K and leaving 2,203 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

EP Wealth Advisors first reported a position in ENS in Q1 2025 and has held it in 3 quarters since. 495 funds tracked by Wall St. Rank hold ENS as of Q1 2026.

  • EP Wealth Advisors held 2,203 shares of EnerSys worth $383K as of Q1 2026.
  • EP Wealth Advisors sold 269 EnerSys shares in Q1 2026, an estimated $45.6K.
  • EnerSys made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1030 holding.
  • EP Wealth Advisors first reported a position in EnerSys in Q1 2025 and has held it in 3 quarters since.
  • 495 funds tracked by Wall St. Rank held EnerSys as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.