EWA
ENSG icon

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

EverSource 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 		$200K Buy
992
+232
+31% +$45.4K 0.01% 1060
2025
Q4 		$132K Buy
760
+265
+54% +$47.6K ﹤0.01% 1169
2025
Q3 		$85.5K Sell
495
-41
-8% -$6.54K ﹤0.01% 1369
2025
Q2 		$82.6K Buy
536
+213
+66% +$29.9K ﹤0.01% 1309
2025
Q1 		$41.7K Sell
323
-1,865
-85% -$247K ﹤0.01% 1320
2024
Q4 		$291K Buy
2,188
+794
+57% +$115K 0.02% 516
2024
Q3 		$200K Buy
1,394
+106
+8% +$15.1K 0.01% 556
2024
Q2 		$181K Buy
1,288
+531
+70% +$63.3K 0.01% 594
2024
Q1 		$89.6K Buy
757
+496
+190% +$59.5K 0.01% 749
2023
Q4 		$29.3K Sell
261
-7
-3% -$723 ﹤0.01% 1093
2023
Q3 		$24.9K Sell
268
-19
-7% -$1.8K ﹤0.01% 1048
2023
Q2 		$27.4K Buy
287
+6
+2% +$565 ﹤0.01% 1034
2023
Q1 		$26.8K Sell
281
-90
-24% -$8.25K ﹤0.01% 980
2022
Q4 		$35.1K Hold
371
– – 0.01% 891
2022
Q3 		$30K Buy
371
+182
+96% +$15.1K 0.01% 766
2022
Q2 		$14K Buy
189
+143
+311% +$11.4K ﹤0.01% 928
2022
Q1 		$4K Hold
46
– – ﹤0.01% 1324
2021
Q4 		$4K Buy
+46
New +$3.58K ﹤0.01% 1323

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

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

EverSource Wealth Advisors increased its The Ensign Group (ENSG) stake by 31% in Q1 2026, buying an estimated $45.4K and bringing the position to 992 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #1060.

EverSource Wealth Advisors first reported a position in ENSG in Q4 2021 and has held it in 18 quarters since. The position peaked at $291K in Q4 2024. 572 funds tracked by Wall St. Rank hold ENSG as of Q1 2026.

  • EverSource Wealth Advisors held 992 shares of The Ensign Group worth $200K as of Q1 2026.
  • EverSource Wealth Advisors bought 232 The Ensign Group shares in Q1 2026, an estimated $45.4K.
  • The Ensign Group made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1060 holding.
  • EverSource Wealth Advisors first reported a position in The Ensign Group in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's The Ensign Group position peaked at $291K in Q4 2024.
  • 572 funds tracked by Wall St. Rank held The Ensign Group as of Q1 2026.

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