Mission Wealth Management’s EnerSys ENS Stock Holding History

Mission Wealth 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 Q2	$545K	Buy	2,330 +322	+16%	+$69.9K	0.01%	659
2026 Q1	$349K	Buy	2,008 +7	+0.3%	+$1.19K	0.01%	578
2025 Q4	$294K	Hold	2,001	–	–	0.01%	618
2025 Q3	$226K	Buy	+2,001	New	+$197K	﹤0.01%	650
2024 Q4	–	Sell	-2,000	Closed	-$204K	–	681
2024 Q3	$204K	Hold	2,000	–	–	﹤0.01%	637
2024 Q2	$207K	Sell	2,000 -1,050	-34%	-$103K	0.01%	609
2024 Q1	$288K	Hold	3,050	–	–	0.01%	569
2023 Q4	$308K	Hold	3,050	–	–	0.01%	465
2023 Q3	$289K	Hold	3,050	–	–	0.01%	448
2023 Q2	$331K	Hold	3,050	–	–	0.01%	433
2023 Q1	$265K	Hold	3,050	–	–	0.01%	460
2022 Q4	$225K	Buy	+3,050	New	+$213K	0.01%	465
2022 Q2	–	Sell	-3,050	Closed	-$227K	–	530
2022 Q1	$227K	Hold	3,050	–	–	0.01%	477
2021 Q4	$241K	Hold	3,050	–	–	0.01%	479
2021 Q3	$227K	Hold	3,050	–	–	0.01%	467
2021 Q2	$298K	Sell	3,050 -300	-9%	-$28K	0.02%	397
2021 Q1	$304K	Buy	+3,350	New	+$307K	0.02%	360

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Mission Wealth Management's ENS Position: Q2 2026 in Review

Mission Wealth Management increased its EnerSys (ENS) stake by 16% in Q2 2026, buying an estimated $69.9K and bringing the position to 2,330 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #659.

Mission Wealth Management first reported a position in ENS in Q1 2021 and has held it in 17 quarters since. 550 funds tracked by Wall St. Rank hold ENS as of Q2 2026.

Mission Wealth Management held 2,330 shares of EnerSys worth $545K as of Q2 2026.
Mission Wealth Management bought 322 EnerSys shares in Q2 2026, an estimated $69.9K.
EnerSys made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #659 holding.
Mission Wealth Management first reported a position in EnerSys in Q1 2021 and has held it in 17 quarters since.
550 funds tracked by Wall St. Rank held EnerSys as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.