Position in EHC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$481,137
-$75,730 QoQ
Shares Held
4,760
-17.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#357
of 592 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EHC Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,853,483 across 40 Medical Care Facilities names. EHC ranks #1 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
This page
|
4,760 | $481,137 | |
| 2 | CHE |
Chemed Corp
|
644 | $299,933 | |
| 3 | PACS |
PACS Group, Inc.
|
5,362 | $228,632 | |
| 4 | HCA |
HCA Healthcare, Inc.
|
533 | $207,808 | |
| 5 | THC |
Tenet Healthcare Corp
|
950 | $177,723 | |
| 6 | AGL |
agilon health, inc.
|
1,619 | $173,521 | |
| 7 | DVA |
Davita Inc.
|
736 | $163,740 | |
| 8 | NUTX |
Nutex Health Inc.
|
934 | $159,610 |
All Filings in EHC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,137 | 4,760 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $556,867 | 5,757 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $548,952 | 5,172 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $592,799 | 4,667 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $546,192 | 4,454 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $397,623 | 3,926 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $349,359 | 3,783 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $358,628 | 3,711 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $335,180 | 3,907 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $199,840 | 2,420 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $181,143 | 2,715 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $182,203 | 2,713 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $160,200 | 2,366 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $103,221 | 1,908 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $114,176 | 1,909 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $94,258 | 2,084 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $123,309 | 2,200 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $95,714 | 1,346 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $78,116 | 1,197 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||