Trust Point Inc’s EnerSys ENS Stock Holding History

Trust Point Inc’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	$397K	Sell	1,700 -1,247	-42%	-$271K	0.03%	274
2026 Q1	$512K	Sell	2,947 -811	-22%	-$137K	0.04%	243
2025 Q4	$552K	Buy	3,758 +556	+17%	+$74.3K	0.04%	210
2025 Q3	$362K	Sell	3,202 -113	-3%	-$11.1K	0.03%	312
2025 Q2	$284K	Sell	3,315 -2,182	-40%	-$190K	0.03%	306
2025 Q1	$503K	Sell	5,497 -2,029	-27%	-$198K	0.05%	216
2024 Q4	$696K	Buy	7,526 +702	+10%	+$68.3K	0.05%	219
2024 Q3	$696K	Sell	6,824 -46	-0.7%	-$4.64K	0.05%	220
2024 Q2	$711K	Buy	6,870 +47	+0.7%	+$4.61K	0.06%	201
2024 Q1	$644K	Buy	6,823 +2,198	+48%	+$207K	0.05%	237
2023 Q4	$467K	Buy	+4,625	New	+$425K	0.04%	286

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

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 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