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Integrated Wealth Concepts’s EnerSys ENS Stock Holding History

Integrated Wealth Concepts’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 		$309K Buy
1,319
+110
+9% +$23.9K ﹤0.01% 1965
2026
Q1 		$210K Buy
+1,209
New +$205K ﹤0.01% 2084

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

Integrated Wealth Concepts's ENS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its EnerSys (ENS) stake by 9.1% in Q2 2026, buying an estimated $23.9K and bringing the position to 1,319 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

Integrated Wealth Concepts first reported a position in ENS in Q1 2026 and has held it in 2 quarters since. 553 funds tracked by Wall St. Rank hold ENS as of Q2 2026.

  • Integrated Wealth Concepts held 1,319 shares of EnerSys worth $309K as of Q2 2026.
  • Integrated Wealth Concepts bought 110 EnerSys shares in Q2 2026, an estimated $23.9K.
  • EnerSys made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1965 holding.
  • Integrated Wealth Concepts first reported a position in EnerSys in Q1 2026 and has held it in 2 quarters since.
  • 553 funds tracked by Wall St. Rank held EnerSys as of Q2 2026.

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