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Forum Financial Management’s The Ensign Group ENSG Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-1,694
Closed -$295K – 542
2025
Q4 		$295K Hold
1,694
– – ﹤0.01% 756
2025
Q3 		$293K Buy
1,694
+201
+13% +$32K ﹤0.01% 757
2025
Q2 		$230K Sell
1,493
-82
-5% -$11.5K ﹤0.01% 822
2025
Q1 		$204K Buy
1,575
+51
+3% +$6.75K ﹤0.01% 809
2024
Q4 		$202K Buy
1,524
+84
+6% +$12.2K ﹤0.01% 845
2024
Q3 		$207K Buy
+1,440
New +$205K ﹤0.01% 710

Other funds holding ENSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Forum Financial Management's ENSG Position: Q1 2026 in Review

Forum Financial Management sold out of The Ensign Group (ENSG) in Q1 2026, closing a stake of 1,694 shares — an estimated $295K sold.

Forum Financial Management first reported a position in ENSG in Q3 2024 and held it in 6 quarters. The position peaked at $295K in Q4 2025. 573 funds tracked by Wall St. Rank hold ENSG as of Q1 2026.

  • Forum Financial Management reported no remaining The Ensign Group position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,694 The Ensign Group shares in Q1 2026, an estimated $295K.
  • Forum Financial Management first reported a position in The Ensign Group in Q3 2024 and held it in 6 quarters.
  • Forum Financial Management's The Ensign Group position peaked at $295K in Q4 2025.
  • 573 funds tracked by Wall St. Rank held The Ensign Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.