AWM
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AE Wealth Management’s Encompass Health EHC Stock Holding History

AE Wealth Management’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
2025
Q1 		– Sell
-4,698
Closed -$434K – 2190
2024
Q4 		$434K Buy
4,698
+2,119
+82% +$208K ﹤0.01% 949
2024
Q3 		$249K Sell
2,579
-707
-22% -$63.5K ﹤0.01% 1095
2024
Q2 		$282K Sell
3,286
-6
-0.2% -$504 ﹤0.01% 1051
2024
Q1 		$272K Sell
3,292
-2,681
-45% -$196K ﹤0.01% 992
2023
Q4 		$428K Sell
5,973
-408
-6% -$26.4K ﹤0.01% 1535
2023
Q3 		$429K Buy
6,381
+1,350
+27% +$92.9K ﹤0.01% 1460
2023
Q2 		$341K Sell
5,031
-844
-14% -$52.9K ﹤0.01% 1555
2023
Q1 		$318K Sell
5,875
-15,289
-72% -$890K ﹤0.01% 1527
2022
Q4 		$1.27M Buy
21,164
+1,073
+5% +$58.4K 0.01% 898
2022
Q3 		$909K Buy
+20,091
New +$1.01M 0.01% 977
2021
Q4 		– Sell
-4,250
Closed -$254K – 1717
2021
Q3 		$254K Sell
4,250
-1,373
-24% -$86.4K ﹤0.01% 1428
2021
Q2 		$349K Sell
5,623
-4,130
-42% -$275K ﹤0.01% 1280
2021
Q1 		$635K Buy
9,753
+417
+4% +$27.2K 0.01% 923
2020
Q4 		$614K Buy
9,336
+897
+11% +$52.8K 0.01% 887
2020
Q3 		$436K Buy
8,439
+3,220
+62% +$165K 0.01% 920
2020
Q2 		$257K Buy
+5,219
New +$282K ﹤0.01% 1076

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AE Wealth Management's EHC Position: Q1 2025 in Review

AE Wealth Management sold out of Encompass Health (EHC) in Q1 2025, closing a stake of 4,698 shares — an estimated $434K sold.

AE Wealth Management first reported a position in EHC in Q2 2020 and held it in 16 quarters. The position peaked at $1.27M in Q4 2022. 537 funds tracked by Wall St. Rank hold EHC as of Q1 2025.

  • AE Wealth Management reported no remaining Encompass Health position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 4,698 Encompass Health shares in Q1 2025, an estimated $434K.
  • AE Wealth Management first reported a position in Encompass Health in Q2 2020 and held it in 16 quarters.
  • AE Wealth Management's Encompass Health position peaked at $1.27M in Q4 2022.
  • 537 funds tracked by Wall St. Rank held Encompass Health as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.