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Morningstar Investment Management’s The Ensign Group ENSG Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-18,844
Closed -$3.26M – 364
2025
Q3 		$3.26M Buy
+18,844
New +$3M 0.12% 191

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morningstar Investment Management's ENSG Position: Q4 2025 in Review

Morningstar Investment Management sold out of The Ensign Group (ENSG) in Q4 2025, closing a stake of 18,844 shares — an estimated $3.26M sold.

Morningstar Investment Management first reported a position in ENSG in Q3 2025 and held it in 1 quarter. The position peaked at $3.26M in Q3 2025. 565 funds tracked by Wall St. Rank hold ENSG as of Q4 2025.

  • Morningstar Investment Management reported no remaining The Ensign Group position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 18,844 The Ensign Group shares in Q4 2025, an estimated $3.26M.
  • Morningstar Investment Management first reported a position in The Ensign Group in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's The Ensign Group position peaked at $3.26M in Q3 2025.
  • 565 funds tracked by Wall St. Rank held The Ensign Group as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.