JGUA
EHC icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

John G. Ullman & Associates's EHC Position: Q1 2026 in Review

John G. Ullman & Associates increased its Encompass Health (EHC) stake by 47% in Q1 2026, buying an estimated $1.33M and bringing the position to 40,400 shares worth $3.91M. The position accounts for 0.52% of the portfolio, ranked #62.

John G. Ullman & Associates first reported a position in EHC in Q4 2024 and has held it in 6 quarters since. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • John G. Ullman & Associates held 40,400 shares of Encompass Health worth $3.91M as of Q1 2026.
  • John G. Ullman & Associates bought 12,950 Encompass Health shares in Q1 2026, an estimated $1.33M.
  • Encompass Health made up 0.52% of John G. Ullman & Associates's portfolio in Q1 2026, its #62 holding.
  • John G. Ullman & Associates first reported a position in Encompass Health in Q4 2024 and has held it in 6 quarters since.
  • 577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on John G. Ullman & Associates's 13F filing for Q1 2026, filed 6 May 2026.