Mowery & Schoenfeld Wealth Management, LLC
Position in EHC — Encompass Health Corp
CIK 2019946
LINCOLNSHIRE, IL
Position in EHC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$135,447
-$22,222 QoQ
Shares Held
1,340
-17.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#450
of 592 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in EHC Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $149,093 across 2 Medical Care Facilities names. EHC ranks #1 (90.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
This page
|
1,340 | $135,447 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
35 | $13,646 |
All Filings in EHC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,447 | 1,340 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $157,669 | 1,630 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $173,008 | 1,630 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $207,042 | 1,630 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $105,461 | 860 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $87,100 | 860 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||