EP Wealth Advisors
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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
Q3 		$419K Sell
2,281
-818
-26% -$155K ﹤0.01% 1068
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

EP Wealth Advisors's ENS Position: Q3 2026 in Review

EP Wealth Advisors reduced its EnerSys (ENS) stake by 26% in Q3 2026, selling an estimated $155K and leaving 2,281 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

EP Wealth Advisors first reported a position in ENS in Q1 2025 and has held it in 5 quarters since. The position peaked at $725K in Q2 2026. 447 funds tracked by Wall St. Rank hold ENS as of Q3 2026.

  • EP Wealth Advisors held 2,281 shares of EnerSys worth $419K as of Q3 2026.
  • EP Wealth Advisors sold 818 EnerSys shares in Q3 2026, an estimated $155K.
  • EnerSys made up ﹤0.01% of EP Wealth Advisors's portfolio in Q3 2026, its #1068 holding.
  • EP Wealth Advisors first reported a position in EnerSys in Q1 2025 and has held it in 5 quarters since.
  • EP Wealth Advisors's EnerSys position peaked at $725K in Q2 2026.
  • 447 funds tracked by Wall St. Rank held EnerSys as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.