MPWT
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MassMutual Private Wealth & Trust’s Encompass Health EHC Stock Holding History

MassMutual Private Wealth & Trust’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 		$44.2K Buy
437
+41
+10% +$4.25K ﹤0.01% 822
2026
Q1 		$38.3K Buy
396
+36
+10% +$3.69K ﹤0.01% 850
2025
Q4 		$38.2K Buy
360
+8
+2% +$927 ﹤0.01% 879
2025
Q3 		$44.7K Sell
352
-52
-13% -$6.19K ﹤0.01% 838
2025
Q2 		$49.5K Buy
404
+23
+6% +$2.63K ﹤0.01% 785
2025
Q1 		$38.6K Buy
381
+88
+30% +$8.59K ﹤0.01% 807
2024
Q4 		$27.1K Buy
293
+137
+88% +$13.5K ﹤0.01% 903
2024
Q3 		$15.1K Sell
156
-17
-10% -$1.53K ﹤0.01% 994
2024
Q2 		$14.8K Buy
173
+44
+34% +$3.69K ﹤0.01% 944
2024
Q1 		$10.7K Hold
129
– – ﹤0.01% 1023
2023
Q4 		$8.61K Buy
129
+4
+3% +$259 ﹤0.01% 1073
2023
Q3 		$8.39K Sell
125
-9
-7% -$619 ﹤0.01% 1071
2023
Q2 		$9.07K Buy
134
+12
+10% +$752 ﹤0.01% 994
2023
Q1 		$6.6K Buy
122
+28
+30% +$1.63K ﹤0.01% 1073
2022
Q4 		$6K Hold
94
– – ﹤0.01% 926
2022
Q3 		$4K Buy
94
+56
+147% +$2.8K ﹤0.01% 1006
2022
Q2 		$2K Sell
38
-29
-43% -$1.49K ﹤0.01% 1125
2022
Q1 		$4K Sell
67
-67
-50% -$3.5K ﹤0.01% 970
2021
Q4 		$7K Buy
134
+60
+81% +$3.1K ﹤0.01% 813
2021
Q3 		$4K Hold
74
– – ﹤0.01% 923
2021
Q2 		$5K Sell
74
-6,261
-99% -$417K ﹤0.01% 832
2021
Q1 		$413K Sell
6,335
-1,800
-22% -$117K 0.02% 292
2020
Q4 		$535K Sell
8,135
-1,313
-14% -$77.2K 0.03% 270
2020
Q3 		$488K Buy
9,448
+1,608
+21% +$82.5K 0.03% 267
2020
Q2 		$386K Sell
7,840
-2,382
-23% -$129K 0.02% 274
2020
Q1 		$521K Sell
10,222
-1,205
-11% -$69.5K 0.04% 223
2019
Q4 		$630K Sell
11,427
-763
-6% -$41.4K 0.04% 243
2019
Q3 		$614K Sell
12,190
-379
-3% -$19K 0.04% 236
2019
Q2 		$634K Buy
12,569
+12,287
+4,357% +$596K 0.04% 235
2019
Q1 		$13.1K Sell
282
-110
-28% -$5.57K ﹤0.01% 561
2018
Q4 		$19.3K Hold
392
– – ﹤0.01% 492
2018
Q3 		$24.3K Sell
392
-6
-2% -$365 ﹤0.01% 489
2018
Q2 		$21.5K Hold
398
– – ﹤0.01% 492
2018
Q1 		$18.1K Buy
398
+379
+1,995% +$16.2K ﹤0.01% 515
2017
Q4 		$741 Buy
+19
New +$723 ﹤0.01% 848
2016
Q2 		$341K Buy
11,053
+2,021
+22% +$63.2K 0.04% 248
2016
Q1 		$270K Buy
+9,032
New +$249K 0.04% 257
2015
Q4 		– Sell
-3,977
Closed -$117K – 852
2015
Q3 		$117K Buy
3,977
+65
+2% +$2.26K 0.02% 309
2015
Q2 		$112K Buy
+3,912
New +$139K 0.02% 309
2014
Q4 		– Sell
-3,977
Closed -$117K – 642
2014
Q3 		$117K Buy
+3,977
New +$121K 0.02% 303

Other funds holding EHC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

MassMutual Private Wealth & Trust's EHC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Encompass Health (EHC) stake by 10% in Q2 2026, buying an estimated $4.25K and bringing the position to 437 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

MassMutual Private Wealth & Trust first reported a position in EHC in Q3 2014 and has held it in 40 quarters since. The position peaked at $634K in Q2 2019. 176 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • MassMutual Private Wealth & Trust held 437 shares of Encompass Health worth $44.2K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 41 Encompass Health shares in Q2 2026, an estimated $4.25K.
  • Encompass Health made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #822 holding.
  • MassMutual Private Wealth & Trust first reported a position in Encompass Health in Q3 2014 and has held it in 40 quarters since.
  • MassMutual Private Wealth & Trust's Encompass Health position peaked at $634K in Q2 2019.
  • 176 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.