James T. Borello RIA
EHC icon

James T. Borello RIA’s Encompass Health EHC Stock Holding History

James T. Borello RIA’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
Q3 		$5.83K Hold
48
– – ﹤0.01% 742
2026
Q2 		$4.85K Buy
48
+45
+1,500% +$4.66K ﹤0.01% 797
2026
Q1 		$290 Sell
3
-13
-81% -$1.33K ﹤0.01% 1089
2025
Q4 		$1.7K Sell
16
-8
-33% -$927 ﹤0.01% 811
2025
Q3 		$3.05K Buy
+24
New +$2.86K ﹤0.01% 643

Other funds holding EHC

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

James T. Borello RIA's EHC Position: Q3 2026 in Review

James T. Borello RIA held its Encompass Health (EHC) position steady in Q3 2026 at 48 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

James T. Borello RIA first reported a position in EHC in Q3 2025 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold EHC as of Q3 2026.

  • James T. Borello RIA held 48 shares of Encompass Health worth $5.83K as of Q3 2026.
  • James T. Borello RIA left its Encompass Health share count unchanged in Q3 2026.
  • Encompass Health made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #742 holding.
  • James T. Borello RIA first reported a position in Encompass Health in Q3 2025 and has held it in 5 quarters since.
  • 92 funds tracked by Wall St. Rank held Encompass Health as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.