Net Worth Advisory Group’s EnerSys ENS Stock Holding History

Net Worth Advisory Group’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	$786K	Sell	3,362 -165	-5%	-$35.8K	0.2%	120
2026 Q1	$613K	Sell	3,527 -56	-2%	-$9.48K	0.13%	172
2025 Q4	$526K	Buy	3,583 +669	+23%	+$89.3K	0.11%	197
2025 Q3	$329K	Sell	2,914 -271	-9%	-$26.6K	0.1%	250
2025 Q2	$273K	Buy	3,185 +377	+13%	+$32.9K	0.06%	330
2025 Q1	$257K	Buy	2,808 +10	+0.4%	+$975	0.08%	293
2024 Q4	$259K	Buy	2,798 +42	+2%	+$4.09K	0.08%	290
2024 Q3	$281K	Buy	+2,756	New	+$278K	0.08%	292

Other funds holding ENS

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 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

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 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

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

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return