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Root Financial Partners’s EnerSys ENS Stock Holding History

Root Financial Partners’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 		– Sell
-255
Closed -$44.3K – 1243
2026
Q1 		$44.3K Buy
255
+10
+4% +$1.69K ﹤0.01% 925
2025
Q4 		$36K Buy
245
+22
+10% +$2.94K ﹤0.01% 855
2025
Q3 		$25.2K Buy
+223
New +$21.9K ﹤0.01% 997

Other funds holding ENS

TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $280M AUM 30.28% 1-Year Est. Return

Root Financial Partners's ENS Position: Q2 2026 in Review

Root Financial Partners sold out of EnerSys (ENS) in Q2 2026, closing a stake of 255 shares — an estimated $44.3K sold.

Root Financial Partners first reported a position in ENS in Q3 2025 and held it in 3 quarters. The position peaked at $44.3K in Q1 2026. 145 funds tracked by Wall St. Rank hold ENS as of Q2 2026.

  • Root Financial Partners reported no remaining EnerSys position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 255 EnerSys shares in Q2 2026, an estimated $44.3K.
  • Root Financial Partners first reported a position in EnerSys in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's EnerSys position peaked at $44.3K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held EnerSys as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.