John G. Ullman & Associates’s Encompass Health EHC Stock Holding History

John G. Ullman & Associates’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	$4.59M	Sell	37,800 -700	-2%	-$82.5K	0.59%	55
2026 Q2	$3.89M	Sell	38,500 -1,900	-5%	-$197K	0.47%	64
2026 Q1	$3.91M	Buy	40,400 +12,950	+47%	+$1.33M	0.52%	62
2025 Q4	$2.91M	Sell	27,450 -850	-3%	-$98.5K	0.39%	73
2025 Q3	$3.59M	Sell	28,300 -300	-1%	-$35.7K	0.48%	63
2025 Q2	$3.51M	Sell	28,600 -450	-2%	-$51.4K	0.52%	64
2025 Q1	$2.94M	Buy	29,050 +5,000	+21%	+$488K	0.45%	72
2024 Q4	$2.22M	Buy	+24,050	New	+$2.36M	0.33%	86

Other funds holding EHC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

John G. Ullman & Associates's EHC Position: Q3 2026 in Review

John G. Ullman & Associates reduced its Encompass Health (EHC) stake by 1.8% in Q3 2026, selling an estimated $82.5K and leaving 37,800 shares worth $4.59M. The position accounts for 0.59% of the portfolio, ranked #55.

John G. Ullman & Associates first reported a position in EHC in Q4 2024 and has held it in 8 quarters since. 371 funds tracked by Wall St. Rank hold EHC as of Q3 2026.

John G. Ullman & Associates held 37,800 shares of Encompass Health worth $4.59M as of Q3 2026.
John G. Ullman & Associates sold 700 Encompass Health shares in Q3 2026, an estimated $82.5K.
Encompass Health made up 0.59% of John G. Ullman & Associates's portfolio in Q3 2026, its #55 holding.
John G. Ullman & Associates first reported a position in Encompass Health in Q4 2024 and has held it in 8 quarters since.
371 funds tracked by Wall St. Rank held Encompass Health as of Q3 2026.

Based on John G. Ullman & Associates's 13F filing for Q3 2026, filed 4 Nov 2026.