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Heritage Family Offices’s EnerSys ENS Stock Holding History

Heritage Family Offices’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 		$267K Sell
1,143
-95
-8% -$20.6K 0.1% 175
2026
Q1 		$215K Sell
1,238
-328
-21% -$55.6K 0.1% 179
2025
Q4 		$230K Buy
+1,566
New +$209K 0.1% 177
2025
Q3 		– Sell
-2,683
Closed -$250K – 200
2025
Q2 		$250K Hold
2,683
– – 0.13% 148
2025
Q1 		$246K Buy
2,683
+177
+7% +$17.3K 0.13% 149
2024
Q4 		$232K Buy
+2,506
New +$244K 0.12% 167

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

Heritage Family Offices's ENS Position: Q2 2026 in Review

Heritage Family Offices reduced its EnerSys (ENS) stake by 7.7% in Q2 2026, selling an estimated $20.6K and leaving 1,143 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #175.

Heritage Family Offices first reported a position in ENS in Q4 2024 and has held it in 6 quarters since. 550 funds tracked by Wall St. Rank hold ENS as of Q2 2026.

  • Heritage Family Offices held 1,143 shares of EnerSys worth $267K as of Q2 2026.
  • Heritage Family Offices sold 95 EnerSys shares in Q2 2026, an estimated $20.6K.
  • EnerSys made up 0.1% of Heritage Family Offices's portfolio in Q2 2026, its #175 holding.
  • Heritage Family Offices first reported a position in EnerSys in Q4 2024 and has held it in 6 quarters since.
  • 550 funds tracked by Wall St. Rank held EnerSys as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.