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Advisory Research’s Encompass Health EHC Stock Holding History

Advisory Research’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
Q2 		$1.54M Buy
15,247
+119
+0.8% +$12.3K 0.15% 96
2026
Q1 		$1.46M Sell
15,128
-1,958
-11% -$201K 0.18% 87
2025
Q4 		$1.81M Buy
17,086
+903
+6% +$105K 0.23% 76
2025
Q3 		$2.06M Buy
16,183
+636
+4% +$75.7K 0.27% 77
2025
Q2 		$1.91M Buy
15,547
+1,058
+7% +$121K 0.29% 73
2025
Q1 		$1.47M Buy
14,489
+40
+0.3% +$3.9K 0.26% 78
2024
Q4 		$1.33M Buy
14,449
+78
+0.5% +$7.66K 0.22% 94
2024
Q3 		$1.39M Sell
14,371
-459
-3% -$41.2K 0.25% 94
2024
Q2 		$1.27M Buy
14,830
+941
+7% +$79K 0.24% 93
2024
Q1 		$1.15M Sell
13,889
-778
-5% -$57K 0.23% 91
2023
Q4 		$979K Sell
14,667
-277
-2% -$17.9K 0.15% 159
2023
Q3 		$1M Sell
14,944
-577
-4% -$39.7K 0.14% 194
2023
Q2 		$1.05M Buy
15,521
+10,520
+210% +$659K 0.13% 197
2023
Q1 		$271K Buy
+5,001
New +$291K 0.04% 303
2019
Q1 		– Sell
-26,148
Closed -$1.28M – 355
2018
Q4 		$1.28M Sell
26,148
-5,311
-17% -$302K 0.03% 214
2018
Q3 		$1.95M Sell
31,459
-11,997
-28% -$730K 0.03% 202
2018
Q2 		$2.34M Buy
+43,456
New +$2.17M 0.04% 198
2016
Q4 		– Sell
-13,437
Closed -$434K – 360
2016
Q3 		$434K Sell
13,437
-704,642
-98% -$22.8M 0.01% 215
2016
Q2 		$22.2M Sell
718,079
-57,762
-7% -$1.81M 0.38% 72
2016
Q1 		$23.2M Sell
775,841
-788,303
-50% -$21.8M 0.44% 69
2015
Q4 		$43.3M Sell
1,564,144
-70,642
-4% -$2.01M 0.66% 52
2015
Q3 		$49.9M Buy
1,634,786
+101,090
+7% +$3.52M 0.71% 45
2015
Q2 		$56.2M Buy
1,533,696
+480,013
+46% +$17.1M 0.64% 44
2015
Q1 		$37.2M Buy
+1,053,683
New +$36.1M 0.41% 63

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Advisory Research's EHC Position: Q2 2026 in Review

Advisory Research increased its Encompass Health (EHC) stake by 0.79% in Q2 2026, buying an estimated $12.3K and bringing the position to 15,247 shares worth $1.54M. The position accounts for 0.15% of the portfolio, ranked #96.

Advisory Research first reported a position in EHC in Q1 2015 and has held it in 24 quarters since. The position peaked at $56.2M in Q2 2015. 597 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Advisory Research held 15,247 shares of Encompass Health worth $1.54M as of Q2 2026.
  • Advisory Research bought 119 Encompass Health shares in Q2 2026, an estimated $12.3K.
  • Encompass Health made up 0.15% of Advisory Research's portfolio in Q2 2026, its #96 holding.
  • Advisory Research first reported a position in Encompass Health in Q1 2015 and has held it in 24 quarters since.
  • Advisory Research's Encompass Health position peaked at $56.2M in Q2 2015.
  • 597 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.