Position in EHC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,794,417
+$1,577,157 QoQ
Shares Held
59,903
+50.8% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.4690916982454969.ToString("F0")%
Shared 0.ToString("F0")%
None 99.53090830175451.ToString("F0")%
Common Shares in EHC Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Creative Planning holds $104,082,890 across 34 Medical Care Facilities names. EHC ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
86,571 | $40,968,859 | |
| 2 | ENSG |
Ensign Group, Inc
|
68,759 | $13,854,938 | |
| 3 | EHC |
Encompass Health Corp
This page
|
59,903 | $5,794,417 | |
| 4 | UHS |
Universal Health Services Inc
|
28,333 | $5,070,757 | |
| 5 | THC |
Tenet Healthcare Corp
|
26,093 | $4,924,010 | |
| 6 | FMS |
Fresenius Medical Care AG
|
183,818 | $4,146,934 | |
| 7 | OPCH |
Option Care Health, Inc.
|
121,521 | $3,271,345 | |
| 8 | CHE |
Chemed Corp
|
8,152 | $3,079,336 |
All Filings in EHC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,794,417 | 59,903 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,217,260 | 39,733 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,166,156 | 40,672 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,473,861 | 28,328 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,496,248 | 24,647 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,152,862 | 23,312 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,844,471 | 19,086 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,573,645 | 18,343 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,435,322 | 17,381 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,079,196 | 16,175 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $463,135 | 6,896 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $509,856 | 7,530 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $459,254 | 8,489 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $470,046 | 7,859 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $331,942 | 7,339 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $270,841 | 6,074 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $332,072 | 5,870 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $307,038 | 5,914 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $316,278 | 5,298 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $331,487 | 5,340 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $384,936 | 5,908 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $387,794 | 5,895 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $300,655 | 5,816 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $301,471 | 6,119 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $381,479 | 7,489 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||