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Arete Wealth Advisors’s The Ensign Group ENSG Stock Holding History

Arete Wealth Advisors’s Portfolio ENSG Stock Details ENSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,495
Closed -$452K – 747
2025
Q1 		$452K Sell
3,495
-182
-5% -$24.1K 0.03% 419
2024
Q4 		$488K Buy
3,677
+229
+7% +$33.3K 0.04% 416
2024
Q3 		$498K Buy
3,448
+243
+8% +$34.6K 0.04% 376
2024
Q2 		$390K Buy
+3,205
New +$382K 0.03% 451
2024
Q1 		– Sell
-1,825
Closed -$205K – 471
2023
Q4 		$205K Buy
+1,825
New +$189K 0.02% 673

Other funds holding ENSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arete Wealth Advisors's ENSG Position: Q2 2025 in Review

Arete Wealth Advisors sold out of The Ensign Group (ENSG) in Q2 2025, closing a stake of 3,495 shares — an estimated $452K sold.

Arete Wealth Advisors first reported a position in ENSG in Q4 2023 and held it in 5 quarters. The position peaked at $498K in Q3 2024. 491 funds tracked by Wall St. Rank hold ENSG as of Q2 2025.

  • Arete Wealth Advisors reported no remaining The Ensign Group position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,495 The Ensign Group shares in Q2 2025, an estimated $452K.
  • Arete Wealth Advisors first reported a position in The Ensign Group in Q4 2023 and held it in 5 quarters.
  • Arete Wealth Advisors's The Ensign Group position peaked at $498K in Q3 2024.
  • 491 funds tracked by Wall St. Rank held The Ensign Group as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.