United Capital Financial Advisors
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United Capital Financial Advisors’s EnerSys ENS Stock Holding History

United Capital Financial 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 		$251K Sell
1,073
-136
-11% -$29.5K ﹤0.01% 1443
2026
Q1 		$210K Buy
+1,209
New +$205K ﹤0.01% 1538

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's ENS Position: Q2 2026 in Review

United Capital Financial Advisors reduced its EnerSys (ENS) stake by 11% in Q2 2026, selling an estimated $29.5K and leaving 1,073 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

United Capital Financial Advisors first reported a position in ENS in Q1 2026 and has held it in 2 quarters since. 554 funds tracked by Wall St. Rank hold ENS as of Q2 2026.

  • United Capital Financial Advisors held 1,073 shares of EnerSys worth $251K as of Q2 2026.
  • United Capital Financial Advisors sold 136 EnerSys shares in Q2 2026, an estimated $29.5K.
  • EnerSys made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1443 holding.
  • United Capital Financial Advisors first reported a position in EnerSys in Q1 2026 and has held it in 2 quarters since.
  • 554 funds tracked by Wall St. Rank held EnerSys as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.