Position in EHC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$681,178
+$43,341 QoQ
Shares Held
6,739
+2.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#324
of 592 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in EHC Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,591,468 across 9 Medical Care Facilities names. EHC ranks #1 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
This page
|
6,739 | $681,178 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
1,487 | $579,766 | |
| 3 | DVA |
Davita Inc.
|
2,270 | $505,029 | |
| 4 | ENSG |
Ensign Group, Inc
|
2,571 | $412,131 | |
| 5 | USPH |
U S Physical Therapy Inc /Nv
|
5,519 | $379,044 | |
| 6 | CHE |
Chemed Corp
|
641 | $298,539 | |
| 7 | THC |
Tenet Healthcare Corp
|
1,497 | $280,058 | |
| 8 | CMPS |
COMPASS Pathways plc
|
17,180 | $243,097 |
All Filings in EHC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,178 | 6,739 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $637,837 | 6,594 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $593,322 | 5,590 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $687,559 | 5,413 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $661,098 | 5,391 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $582,765 | 5,754 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $536,461 | 5,809 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $556,743 | 5,761 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $529,324 | 6,170 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $553,781 | 6,706 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $448,091 | 6,716 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $418,473 | 6,231 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $400,910 | 5,921 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $318,811 | 5,893 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $267,769 | 4,477 | Shares | Defined | 2023-02-14 | |
| 2022-06-30 | $203,853 | 3,637 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $304,493 | 4,282 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $255,949 | 3,922 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $307,739 | 4,101 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $306,970 | 3,934 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $323,341 | 3,948 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $315,131 | 3,811 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $239,386 | 3,684 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $224,434 | 3,624 | Shares | Defined | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||