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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
Q2 		$725K Buy
3,099
+896
+41% +$195K ﹤0.01% 871
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

EP Wealth Advisors's ENS Position: Q2 2026 in Review

EP Wealth Advisors increased its EnerSys (ENS) stake by 41% in Q2 2026, buying an estimated $195K and bringing the position to 3,099 shares worth $725K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

EP Wealth Advisors first reported a position in ENS in Q1 2025 and has held it in 4 quarters since. 552 funds tracked by Wall St. Rank hold ENS as of Q2 2026.

  • EP Wealth Advisors held 3,099 shares of EnerSys worth $725K as of Q2 2026.
  • EP Wealth Advisors bought 896 EnerSys shares in Q2 2026, an estimated $195K.
  • EnerSys made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #871 holding.
  • EP Wealth Advisors first reported a position in EnerSys in Q1 2025 and has held it in 4 quarters since.
  • 552 funds tracked by Wall St. Rank held EnerSys as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.