EWA
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EP Wealth Advisors’s The Ensign Group ENSG Stock Holding History

EP 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
2026
Q1 		– Sell
-1,647
Closed -$287K – 1523
2025
Q4 		$287K Buy
+1,647
New +$296K ﹤0.01% 1162
2024
Q4 		– Sell
-21,385
Closed -$3.08M – 1264
2024
Q3 		$3.08M Buy
21,385
+6,623
+45% +$943K 0.03% 282
2024
Q2 		$1.83M Buy
14,762
+113
+0.8% +$13.5K 0.02% 294
2024
Q1 		$1.82M Buy
14,649
+40
+0.3% +$4.8K 0.02% 283
2023
Q4 		$1.64M Sell
14,609
-148
-1% -$15.3K 0.02% 290
2023
Q3 		$1.37M Buy
+14,757
New +$1.4M 0.02% 279

Other funds holding ENSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EP Wealth Advisors's ENSG Position: Q1 2026 in Review

EP Wealth Advisors sold out of The Ensign Group (ENSG) in Q1 2026, closing a stake of 1,647 shares — an estimated $287K sold.

EP Wealth Advisors first reported a position in ENSG in Q3 2023 and held it in 6 quarters. The position peaked at $3.08M in Q3 2024. 572 funds tracked by Wall St. Rank hold ENSG as of Q1 2026.

  • EP Wealth Advisors reported no remaining The Ensign Group position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 1,647 The Ensign Group shares in Q1 2026, an estimated $287K.
  • EP Wealth Advisors first reported a position in The Ensign Group in Q3 2023 and held it in 6 quarters.
  • EP Wealth Advisors's The Ensign Group position peaked at $3.08M in Q3 2024.
  • 572 funds tracked by Wall St. Rank held The Ensign Group as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.