Cornerstone Planning Group’s Encompass Health EHC Stock Holding History

Cornerstone Planning Group’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	–	Sell	-511	Closed	-$56.7K	–	604
2026 Q2	$56.7K	Hold	511	–	–	0.01%	378
2026 Q1	$53.7K	Sell	511 -1	-0.2%	-$103	0.01%	386
2025 Q4	$49K	Sell	512 -46	-8%	-$5.33K	0.01%	352
2025 Q3	$65.2K	Buy	558 +496	+800%	+$59K	0.01%	278
2025 Q2	$7.07K	Sell	62 -49	-44%	-$5.6K	﹤0.01%	640
2025 Q1	$11.2K	Buy	111 +90	+429%	+$8.79K	﹤0.01%	538
2024 Q4	$2.02K	Hold	21	–	–	﹤0.01%	792
2024 Q3	$2.1K	Hold	21	–	–	﹤0.01%	759
2024 Q2	$1.88K	Hold	21	–	–	﹤0.01%	789
2024 Q1	$1.75K	Hold	21	–	–	﹤0.01%	685
2023 Q4	$1.4K	Hold	21	–	–	﹤0.01%	681
2023 Q3	$1.41K	Sell	21 -61	-74%	-$4.2K	﹤0.01%	729
2023 Q2	$5.55K	Buy	+82	New	+$5.14K	﹤0.01%	855
2022 Q4	$5.1K	Buy	+82	New	+$4.46K	﹤0.01%	877

Other funds holding EHC

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

SGH

Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Planning Group's EHC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Encompass Health (EHC) in Q3 2026, closing a stake of 511 shares — an estimated $56.7K sold.

Cornerstone Planning Group first reported a position in EHC in Q4 2022 and held it in 14 quarters. The position peaked at $65.2K in Q3 2025. 94 funds tracked by Wall St. Rank hold EHC as of Q3 2026.

Cornerstone Planning Group reported no remaining Encompass Health position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 511 Encompass Health shares in Q3 2026, an estimated $56.7K.
Cornerstone Planning Group first reported a position in Encompass Health in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's Encompass Health position peaked at $65.2K in Q3 2025.
94 funds tracked by Wall St. Rank held Encompass Health as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.