True Wealth Design’s EnerSys ENS Stock Holding History

True Wealth Design’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 Q3	$46.8K	Sell	255 -9	-3%	-$1.7K	0.01%	526
2026 Q2	$61.7K	Buy	264 +9	+4%	+$1.95K	0.01%	412
2026 Q1	$44.3K	Buy	255 +62	+32%	+$10.5K	0.01%	442
2025 Q4	$28.3K	Buy	193 +3	+2%	+$401	0.01%	500
2025 Q3	$21.5K	Buy	190 +68	+56%	+$6.69K	0.01%	579
2025 Q2	$10.5K	Buy	122 +111	+1,009%	+$9.7K	﹤0.01%	565
2025 Q1	$1.01K	Buy	+11	New	+$1.07K	﹤0.01%	1261
2024 Q4	–	Sell	-10	Closed	-$1.02K	–	1411
2024 Q3	$1.02K	Buy	+10	New	+$1.01K	﹤0.01%	969

Other funds holding ENS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lightrock Netherlands Utrecht, Netherlands $478M AUM 30.92% 1-Year Est. Return

True Wealth Design's ENS Position: Q3 2026 in Review

True Wealth Design reduced its EnerSys (ENS) stake by 3.4% in Q3 2026, selling an estimated $1.7K and leaving 255 shares worth $46.8K. The position accounts for 0.01% of the portfolio, ranked #526.

True Wealth Design first reported a position in ENS in Q3 2024 and has held it in 8 quarters since. The position peaked at $61.7K in Q2 2026. 241 funds tracked by Wall St. Rank hold ENS as of Q3 2026.

True Wealth Design held 255 shares of EnerSys worth $46.8K as of Q3 2026.
True Wealth Design sold 9 EnerSys shares in Q3 2026, an estimated $1.7K.
EnerSys made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #526 holding.
True Wealth Design first reported a position in EnerSys in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's EnerSys position peaked at $61.7K in Q2 2026.
241 funds tracked by Wall St. Rank held EnerSys as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.