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Ballentine Partners’s Encompass Health EHC Stock Holding History

Ballentine Partners’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
Q2 		$221K Buy
+2,182
New +$226K ﹤0.01% 967
2026
Q1 		– Sell
-2,480
Closed -$263K – 1037
2025
Q4 		$263K Sell
2,480
-123
-5% -$14.3K ﹤0.01% 783
2025
Q3 		$331K Buy
2,603
+149
+6% +$17.7K ﹤0.01% 671
2025
Q2 		$301K Buy
+2,454
New +$280K ﹤0.01% 687

Other funds holding EHC

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Ballentine Partners's EHC Position: Q2 2026 in Review

Ballentine Partners opened a new position in Encompass Health (EHC) in Q2 2026: 2,182 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #967 among its holdings. This is a return to the name: Ballentine Partners previously reported a position in EHC as recently as Q4 2025.

Ballentine Partners first reported a position in EHC in Q2 2025 and has held it in 4 quarters since. The position peaked at $331K in Q3 2025. 81 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Ballentine Partners held 2,182 shares of Encompass Health worth $221K as of Q2 2026.
  • Encompass Health was a new Ballentine Partners position in Q2 2026.
  • Encompass Health made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #967 holding.
  • Ballentine Partners first reported a position in Encompass Health in Q2 2025 and has held it in 4 quarters since.
  • Ballentine Partners's Encompass Health position peaked at $331K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.