Whittier Trust’s Encompass Health EHC Stock Holding History

Whittier 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	$43.3K	Hold	405	–	–	﹤0.01%	891
2026 Q1	$42.6K	Hold	405	–	–	﹤0.01%	868
2025 Q4	$43.6K	Hold	405	–	–	﹤0.01%	897
2025 Q3	$49.9K	Hold	405	–	–	﹤0.01%	850
2025 Q2	$49.7K	Hold	405	–	–	﹤0.01%	940
2025 Q1	$41K	Hold	405	–	–	﹤0.01%	967
2024 Q4	$37.4K	Hold	405	–	–	﹤0.01%	987
2024 Q3	$39.1K	Hold	405	–	–	﹤0.01%	977
2024 Q2	$34.7K	Hold	405	–	–	﹤0.01%	982
2024 Q1	$33.4K	Hold	405	–	–	﹤0.01%	1013
2023 Q4	$27K	Sell	405 -1	-0.2%	-$65	﹤0.01%	1031
2023 Q3	$27.3K	Buy	406 +1	+0.2%	+$69	﹤0.01%	1050
2023 Q2	$27.4K	Hold	405	–	–	﹤0.01%	1048
2023 Q1	$21.9K	Hold	405	–	–	﹤0.01%	1138
2022 Q4	$24.2K	Hold	405	–	–	﹤0.01%	1106
2022 Q3	$18K	Sell	405 -104	-20%	-$5.2K	﹤0.01%	1209
2022 Q2	$23K	Sell	509 -35	-6%	-$1.8K	﹤0.01%	1132
2022 Q1	$31K	Buy	544 +35	+7%	+$1.83K	﹤0.01%	1088
2021 Q4	$26K	Buy	+509	New	+$26.3K	﹤0.01%	1124

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

Whittier Trust's EHC Position: Q2 2026 in Review

Whittier Trust held its Encompass Health (EHC) position steady in Q2 2026 at 405 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Whittier Trust first reported a position in EHC in Q4 2021 and has held it in 19 quarters since. The position peaked at $49.9K in Q3 2025. 599 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

Whittier Trust held 405 shares of Encompass Health worth $43.3K as of Q2 2026.
Whittier Trust left its Encompass Health share count unchanged in Q2 2026.
Encompass Health made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #891 holding.
Whittier Trust first reported a position in Encompass Health in Q4 2021 and has held it in 19 quarters since.
Whittier Trust's Encompass Health position peaked at $49.9K in Q3 2025.
599 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.