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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

John G. Ullman & Associates's EHC Position: Q2 2026 in Review

John G. Ullman & Associates reduced its Encompass Health (EHC) stake by 4.7% in Q2 2026, selling an estimated $197K and leaving 38,500 shares worth $3.89M. The position accounts for 0.47% of the portfolio, ranked #64.

John G. Ullman & Associates first reported a position in EHC in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.91M in Q1 2026. 598 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

John G. Ullman & Associates held 38,500 shares of Encompass Health worth $3.89M as of Q2 2026.
John G. Ullman & Associates sold 1,900 Encompass Health shares in Q2 2026, an estimated $197K.
Encompass Health made up 0.47% of John G. Ullman & Associates's portfolio in Q2 2026, its #64 holding.
John G. Ullman & Associates first reported a position in Encompass Health in Q4 2024 and has held it in 7 quarters since.
John G. Ullman & Associates's Encompass Health position peaked at $3.91M in Q1 2026.
598 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on John G. Ullman & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.