AssetMark Inc
EHC icon

AssetMark Inc’s Encompass Health EHC Stock Holding History

AssetMark Inc’s Portfolio EHC Stock Details EHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$66.1K Buy
544
+98
+22% +$11.5K ﹤0.01% 1775
2026
Q2 		$45.1K Sell
446
-9
-2% -$932 ﹤0.01% 1870
2026
Q1 		$44K Buy
455
+215
+90% +$22K ﹤0.01% 1789
2025
Q4 		$25.5K Sell
240
-59
-20% -$6.84K ﹤0.01% 1927
2025
Q3 		$38K Buy
299
+140
+88% +$16.7K ﹤0.01% 1727
2025
Q2 		$19.5K Buy
159
+88
+124% +$10.1K ﹤0.01% 1813
2025
Q1 		$7.19K Hold
71
– – ﹤0.01% 1915
2024
Q4 		$6.56K Buy
71
+36
+103% +$3.54K ﹤0.01% 1872
2024
Q3 		$3.38K Buy
35
+23
+192% +$2.07K ﹤0.01% 1788
2024
Q2 		$1.03K Buy
+12
New +$1.01K ﹤0.01% 1844
2024
Q1 		– Sell
-6
Closed -$400 – 1981
2023
Q4 		$400 Buy
+6
New +$389 ﹤0.01% 1691
2022
Q3 		– Sell
-15
Closed -$1K – 1547
2022
Q2 		$1K Buy
+15
New +$770 ﹤0.01% 1407
2020
Q2 		– Sell
-14
Closed -$1K – 1300
2020
Q1 		$1K Buy
+14
New +$807 ﹤0.01% 1253
2019
Q2 		– Sell
-18
Closed -$1K – 1356
2019
Q1 		$1K Buy
+18
New +$912 ﹤0.01% 1238
2018
Q1 		– Sell
-49
Closed -$2K – 1565
2017
Q4 		$2K Buy
49
+34
+227% +$1.29K ﹤0.01% 1446
2017
Q3 		$1K Hold
15
– – ﹤0.01% 1346
2017
Q2 		$1K Buy
+15
New +$549 ﹤0.01% 1287

Other funds holding EHC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

AssetMark Inc's EHC Position: Q3 2026 in Review

AssetMark Inc increased its Encompass Health (EHC) stake by 22% in Q3 2026, buying an estimated $11.5K and bringing the position to 544 shares worth $66.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

AssetMark Inc first reported a position in EHC in Q2 2017 and has held it in 17 quarters since. 306 funds tracked by Wall St. Rank hold EHC as of Q3 2026.

  • AssetMark Inc held 544 shares of Encompass Health worth $66.1K as of Q3 2026.
  • AssetMark Inc bought 98 Encompass Health shares in Q3 2026, an estimated $11.5K.
  • Encompass Health made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1775 holding.
  • AssetMark Inc first reported a position in Encompass Health in Q2 2017 and has held it in 17 quarters since.
  • 306 funds tracked by Wall St. Rank held Encompass Health as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.