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Summit Trail Advisors’s EnerSys ENS Stock Holding History

Summit Trail Advisors’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 		$287K Buy
+1,227
New +$266K ﹤0.01% 1347
2018
Q4 		– Sell
-2,056
Closed -$179K – 155
2018
Q3 		$179K Sell
2,056
-82
-4% -$6.58K 0.04% 193
2018
Q2 		$160K Buy
+2,138
New +$160K 0.06% 155
2018
Q1 		– Sell
-2,375
Closed -$169K – 798
2017
Q4 		$169K Buy
+2,375
New +$163K 0.02% 486

Other funds holding ENS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Summit Trail Advisors's ENS Position: Q2 2026 in Review

Summit Trail Advisors opened a new position in EnerSys (ENS) in Q2 2026: 1,227 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #1347 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in ENS as recently as Q3 2018.

Summit Trail Advisors first reported a position in ENS in Q4 2017 and has held it in 4 quarters since. 552 funds tracked by Wall St. Rank hold ENS as of Q2 2026.

  • Summit Trail Advisors held 1,227 shares of EnerSys worth $287K as of Q2 2026.
  • EnerSys was a new Summit Trail Advisors position in Q2 2026.
  • EnerSys made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1347 holding.
  • Summit Trail Advisors first reported a position in EnerSys in Q4 2017 and has held it in 4 quarters since.
  • 552 funds tracked by Wall St. Rank held EnerSys as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.