Moody National Bank Trust Division’s EnerSys ENS Stock Holding History

Moody National Bank Trust Division’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	$1.45M	Sell	6,206 -1,839	-23%	-$399K	0.12%	163
2026 Q1	$1.4M	Sell	8,045 -5,133	-39%	-$869K	0.13%	147
2025 Q4	$1.93M	Sell	13,178 -2,661	-17%	-$355K	0.19%	103
2025 Q3	$1.79M	Buy	15,839 +918	+6%	+$90.3K	0.15%	143
2025 Q2	$1.28M	Buy	14,921 +2,794	+23%	+$244K	0.12%	190
2025 Q1	$1.11M	Buy	12,127 +103	+0.9%	+$10K	0.12%	206
2024 Q4	$1.11M	Buy	12,024 +1,320	+12%	+$128K	0.12%	207
2024 Q3	$1.09M	Buy	10,704 +591	+6%	+$59.6K	0.12%	210
2024 Q2	$1.05M	Hold	10,113	–	–	0.08%	185
2024 Q1	$955K	Buy	10,113 +896	+10%	+$84.2K	0.08%	207
2023 Q4	$931K	Sell	9,217 -18	-0.2%	-$1.66K	0.07%	208
2023 Q3	$874K	Hold	9,235	–	–	0.06%	249
2023 Q2	$1M	Hold	9,235	–	–	0.07%	209
2023 Q1	$802K	Buy	9,235 +1,986	+27%	+$167K	0.07%	245
2022 Q4	$535K	Buy	7,249 +1,271	+21%	+$88.8K	0.05%	327
2022 Q3	$348K	Buy	+5,978	New	+$381K	0.04%	419
2019 Q1	–	Sell	-79	Closed	-$6K	–	1245
2018 Q4	$6K	Buy	+79	New	+$6.41K	﹤0.01%	679

Other funds holding ENS

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return