Forum Financial Management’s EnerSys ENS Stock Holding History

Forum Financial 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 Q1	–	Sell	-2,079	Closed	-$305K	–	541
2025 Q4	$305K	Hold	2,079	–	–	﹤0.01%	739
2025 Q3	$235K	Buy	+2,079	New	+$204K	﹤0.01%	875

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Forum Financial Management's ENS Position: Q1 2026 in Review

Forum Financial Management sold out of EnerSys (ENS) in Q1 2026, closing a stake of 2,079 shares — an estimated $305K sold.

Forum Financial Management first reported a position in ENS in Q3 2025 and held it in 2 quarters. The position peaked at $305K in Q4 2025. 499 funds tracked by Wall St. Rank hold ENS as of Q1 2026.

Forum Financial Management reported no remaining EnerSys position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 2,079 EnerSys shares in Q1 2026, an estimated $305K.
Forum Financial Management first reported a position in EnerSys in Q3 2025 and held it in 2 quarters.
Forum Financial Management's EnerSys position peaked at $305K in Q4 2025.
499 funds tracked by Wall St. Rank held EnerSys as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.