Sargent Investment Group’s EnerSys ENS Stock Holding History

Sargent Investment 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 Q1	$368K	Buy	2,120 +285	+16%	+$48.3K	0.05%	185
2025 Q4	$269K	Buy	+1,835	New	+$245K	0.03%	218
2020 Q1	–	Sell	-2,710	Closed	-$203K	–	145
2019 Q4	$203K	Sell	2,710 -350	-11%	-$24.2K	0.07%	143
2019 Q3	$202K	Hold	3,060	–	–	0.09%	134
2019 Q2	$210K	Buy	+3,060	New	+$200K	0.1%	131
2019 Q1	–	Sell	-3,400	Closed	-$264K	–	135
2018 Q4	$264K	Buy	+3,400	New	+$276K	0.16%	103

Other funds holding ENS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Sargent Investment Group's ENS Position: Q1 2026 in Review

Sargent Investment Group increased its EnerSys (ENS) stake by 16% in Q1 2026, buying an estimated $48.3K and bringing the position to 2,120 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #185.

Sargent Investment Group first reported a position in ENS in Q4 2018 and has held it in 6 quarters since. 496 funds tracked by Wall St. Rank hold ENS as of Q1 2026.

Sargent Investment Group held 2,120 shares of EnerSys worth $368K as of Q1 2026.
Sargent Investment Group bought 285 EnerSys shares in Q1 2026, an estimated $48.3K.
EnerSys made up 0.05% of Sargent Investment Group's portfolio in Q1 2026, its #185 holding.
Sargent Investment Group first reported a position in EnerSys in Q4 2018 and has held it in 6 quarters since.
496 funds tracked by Wall St. Rank held EnerSys as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.