Position in ENSG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$878,266
-$59,910 QoQ
Shares Held
5,479
+17.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#260
of 546 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ENSG Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026AE Wealth Management LLC holds $9,101,459 across 8 Medical Care Facilities names. ENSG ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NHC |
National Healthcare Corp
|
22,277 | $4,708,463 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
4,115 | $1,604,383 | |
| 3 | ENSG |
Ensign Group, Inc
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|
5,479 | $878,266 | |
| 4 | OPCH |
Option Care Health, Inc.
|
25,398 | $532,579 | |
| 5 | THC |
Tenet Healthcare Corp
|
2,592 | $484,906 | |
| 6 | CON |
Concentra Group Holdings Parent, Inc.
|
15,545 | $462,452 | |
| 7 | SNDA |
Sonida Senior Living, Inc.
|
5,338 | $217,790 | |
| 8 | UHS |
Universal Health Services Inc
|
1,430 | $212,620 |
All Filings in ENSG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $878,266 | 5,479 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $938,176 | 4,656 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $716,477 | 4,113 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $616,949 | 3,571 | Shares | Other | 2025-11-03 | |
| 2023-12-31 | $2,099,449 | 18,710 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,248,979 | 13,440 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,047,712 | 21,451 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,013,601 | 21,076 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,758,043 | 18,582 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,059,973 | 13,333 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,000,440 | 13,617 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,149,517 | 12,771 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,078,550 | 12,846 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $990,944 | 13,232 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,193,965 | 13,776 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,348,480 | 14,370 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,044,943 | 14,330 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $857,098 | 15,021 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $679,392 | 16,234 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $644,973 | 17,149 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||