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AlTi Global’s Encompass Health EHC Stock Holding History

AlTi Global’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
Q2 		– Sell
-18,840
Closed -$1.91M – 424
2025
Q1 		$1.91M Buy
+18,840
New +$1.84M 0.05% 145
2024
Q3 		– Sell
-4,484
Closed -$385K – 390
2024
Q2 		$385K Buy
4,484
+21
+0.5% +$1.76K 0.01% 289
2024
Q1 		$369K Hold
4,463
– – 0.01% 290
2023
Q4 		$298K Buy
+4,463
New +$289K 0.01% 293

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AlTi Global's EHC Position: Q2 2025 in Review

AlTi Global sold out of Encompass Health (EHC) in Q2 2025, closing a stake of 18,840 shares — an estimated $1.91M sold.

AlTi Global first reported a position in EHC in Q4 2023 and held it in 4 quarters. The position peaked at $1.91M in Q1 2025. 606 funds tracked by Wall St. Rank hold EHC as of Q2 2025.

  • AlTi Global reported no remaining Encompass Health position as of Q2 2025 after selling out during the quarter.
  • AlTi Global sold 18,840 Encompass Health shares in Q2 2025, an estimated $1.91M.
  • AlTi Global first reported a position in Encompass Health in Q4 2023 and held it in 4 quarters.
  • AlTi Global's Encompass Health position peaked at $1.91M in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Encompass Health as of Q2 2025.

Based on AlTi Global's 13F filing for Q2 2025, filed 31 Jul 2025.