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Walled Lake Planning & Wealth Management’s Encompass Health EHC Stock Holding History

Walled Lake Planning & Wealth Management’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 		$424K Buy
4,195
+1
+0% +$104 0.11% 89
2026
Q1 		$406K Hold
4,194
– – 0.12% 89
2025
Q4 		$445K Hold
4,194
– – 0.14% 83
2025
Q3 		$533K Buy
4,194
+1
+0% +$119 0.17% 73
2025
Q2 		$514K Hold
4,193
– – 0.17% 66
2025
Q1 		$425K Buy
4,193
+1
+0% +$98 0.15% 80
2024
Q4 		$387K Hold
4,192
– – 0.14% 87
2024
Q3 		$405K Hold
4,192
– – 0.15% 81
2024
Q2 		$360K Buy
4,192
+1
+0% +$84 0.15% 83
2024
Q1 		$346K Hold
4,191
– – 0.14% 76
2023
Q4 		$280K Buy
4,191
+1
+0% +$65 0.13% 81
2023
Q3 		$281K Hold
4,190
– – 0.14% 71
2023
Q2 		$284K Buy
4,190
+1
+0% +$63 0.14% 69
2023
Q1 		$227K Buy
+4,189
New +$244K 0.12% 78
2022
Q4 		– Sell
-6,688
Closed -$303K – 62
2022
Q3 		$303K Sell
6,688
-1,718
-20% -$85.9K 0.21% 53
2022
Q2 		$375K Buy
8,406
+2
+0% +$103 0.26% 46
2022
Q1 		$475K Buy
8,404
+1
+0% +$52 0.28% 45
2021
Q4 		$436K Buy
8,403
+1
+0% +$52 0.25% 51
2021
Q3 		$502K Buy
8,402
+1
+0% +$63 0.31% 43
2021
Q2 		$522K Hold
8,401
– – 0.34% 42
2021
Q1 		$547K Buy
8,401
+2
+0% +$130 0.38% 38
2020
Q4 		$553K Buy
8,399
+1
+0% +$59 0.42% 37
2020
Q3 		$434K Buy
8,398
+1
+0% +$51 0.35% 40
2020
Q2 		$414K Buy
8,397
+1
+0% +$54 0.35% 36
2020
Q1 		$428K Hold
8,396
– – 0.39% 34
2019
Q4 		$463K Buy
+8,396
New +$456K 0.33% 37

Other funds holding EHC

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Walled Lake Planning & Wealth Management's EHC Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Encompass Health (EHC) stake by 0.02% in Q2 2026, buying an estimated $104 and bringing the position to 4,195 shares worth $424K. The position accounts for 0.11% of the portfolio, ranked #89.

Walled Lake Planning & Wealth Management first reported a position in EHC in Q4 2019 and has held it in 26 quarters since. The position peaked at $553K in Q4 2020. 84 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 4,195 shares of Encompass Health worth $424K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 1 Encompass Health share in Q2 2026, an estimated $104.
  • Encompass Health made up 0.11% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Encompass Health in Q4 2019 and has held it in 26 quarters since.
  • Walled Lake Planning & Wealth Management's Encompass Health position peaked at $553K in Q4 2020.
  • 84 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.