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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Whittier Trust's EHC Position: Q1 2026 in Review

Whittier Trust held its Encompass Health (EHC) position steady in Q1 2026 at 405 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Whittier Trust first reported a position in EHC in Q4 2021 and has held it in 18 quarters since. The position peaked at $49.9K in Q3 2025. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

Whittier Trust held 405 shares of Encompass Health worth $42.6K as of Q1 2026.
Whittier Trust left its Encompass Health share count unchanged in Q1 2026.
Encompass Health made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #868 holding.
Whittier Trust first reported a position in Encompass Health in Q4 2021 and has held it in 18 quarters since.
Whittier Trust's Encompass Health position peaked at $49.9K in Q3 2025.
577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.