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Congress Wealth Management’s The Ensign Group ENSG Stock Holding History

Congress Wealth Management’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
Q1 		– Sell
-1,619
Closed -$215K – 1080
2024
Q4 		$215K Sell
1,619
-403
-20% -$58.6K ﹤0.01% 843
2024
Q3 		$291K Buy
+2,022
New +$288K ﹤0.01% 739

Other funds holding ENSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Congress Wealth Management's ENSG Position: Q1 2025 in Review

Congress Wealth Management sold out of The Ensign Group (ENSG) in Q1 2025, closing a stake of 1,619 shares — an estimated $215K sold.

Congress Wealth Management first reported a position in ENSG in Q3 2024 and held it in 2 quarters. The position peaked at $291K in Q3 2024. 482 funds tracked by Wall St. Rank hold ENSG as of Q1 2025.

  • Congress Wealth Management reported no remaining The Ensign Group position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 1,619 The Ensign Group shares in Q1 2025, an estimated $215K.
  • Congress Wealth Management first reported a position in The Ensign Group in Q3 2024 and held it in 2 quarters.
  • Congress Wealth Management's The Ensign Group position peaked at $291K in Q3 2024.
  • 482 funds tracked by Wall St. Rank held The Ensign Group as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.