AssetMark Inc
EHC icon

AssetMark Inc’s Encompass Health EHC Stock Holding History

AssetMark Inc’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
Q1 		$44K Buy
455
+215
+90% +$22K ﹤0.01% 1789
2025
Q4 		$25.5K Sell
240
-59
-20% -$6.84K ﹤0.01% 1927
2025
Q3 		$38K Buy
299
+140
+88% +$16.7K ﹤0.01% 1727
2025
Q2 		$19.5K Buy
159
+88
+124% +$10.1K ﹤0.01% 1813
2025
Q1 		$7.19K Hold
71
– – ﹤0.01% 1915
2024
Q4 		$6.56K Buy
71
+36
+103% +$3.54K ﹤0.01% 1872
2024
Q3 		$3.38K Buy
35
+23
+192% +$2.07K ﹤0.01% 1788
2024
Q2 		$1.03K Buy
+12
New +$1.01K ﹤0.01% 1844
2024
Q1 		– Sell
-6
Closed -$400 – 1981
2023
Q4 		$400 Buy
+6
New +$389 ﹤0.01% 1691
2022
Q3 		– Sell
-15
Closed -$1K – 1547
2022
Q2 		$1K Buy
+15
New +$770 ﹤0.01% 1407
2020
Q2 		– Sell
-14
Closed -$1K – 1300
2020
Q1 		$1K Buy
+14
New +$807 ﹤0.01% 1253
2019
Q2 		– Sell
-18
Closed -$1K – 1356
2019
Q1 		$1K Buy
+18
New +$912 ﹤0.01% 1238
2018
Q1 		– Sell
-49
Closed -$2K – 1565
2017
Q4 		$2K Buy
49
+34
+227% +$1.29K ﹤0.01% 1446
2017
Q3 		$1K Hold
15
– – ﹤0.01% 1346
2017
Q2 		$1K Buy
+15
New +$549 ﹤0.01% 1287

Other funds holding EHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AssetMark Inc's EHC Position: Q1 2026 in Review

AssetMark Inc increased its Encompass Health (EHC) stake by 90% in Q1 2026, buying an estimated $22K and bringing the position to 455 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

AssetMark Inc first reported a position in EHC in Q2 2017 and has held it in 15 quarters since. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • AssetMark Inc held 455 shares of Encompass Health worth $44K as of Q1 2026.
  • AssetMark Inc bought 215 Encompass Health shares in Q1 2026, an estimated $22K.
  • Encompass Health made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1789 holding.
  • AssetMark Inc first reported a position in Encompass Health in Q2 2017 and has held it in 15 quarters since.
  • 577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.