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Waverly Advisors’s EnerSys ENS Stock Holding History

Waverly 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 		$451K Buy
1,927
+376
+24% +$81.7K ﹤0.01% 1225
2026
Q1 		$269K Sell
1,551
-25
-2% -$4.24K ﹤0.01% 1356
2025
Q4 		$231K Buy
+1,576
New +$210K ﹤0.01% 1329
2015
Q4 		– Sell
-328
Closed -$18K – 205
2015
Q3 		$18K Sell
328
-101
-24% -$5.83K 0.01% 289
2015
Q2 		$30K Buy
429
+129
+43% +$8.85K 0.02% 186
2015
Q1 		$19K Hold
300
– – 0.01% 196
2014
Q4 		$19K Hold
300
– – 0.01% 218
2014
Q3 		$18K Hold
300
– – 0.01% 355
2014
Q2 		$21K Buy
+300
New +$20.4K 0.01% 324
2014
Q1 		– Sell
-821
Closed -$58K – 728
2013
Q4 		$58K Buy
+821
New +$55.1K 0.02% 311

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

Waverly Advisors's ENS Position: Q2 2026 in Review

Waverly Advisors increased its EnerSys (ENS) stake by 24% in Q2 2026, buying an estimated $81.7K and bringing the position to 1,927 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Waverly Advisors first reported a position in ENS in Q4 2013 and has held it in 10 quarters since. 550 funds tracked by Wall St. Rank hold ENS as of Q2 2026.

  • Waverly Advisors held 1,927 shares of EnerSys worth $451K as of Q2 2026.
  • Waverly Advisors bought 376 EnerSys shares in Q2 2026, an estimated $81.7K.
  • EnerSys made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1225 holding.
  • Waverly Advisors first reported a position in EnerSys in Q4 2013 and has held it in 10 quarters since.
  • 550 funds tracked by Wall St. Rank held EnerSys as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.