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Avantax Advisory Services’s Encompass Health EHC Stock Holding History

Avantax Advisory Services’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 		$1.22M Sell
9,973
-81
-0.8% -$9.25K 0.01% 1041
2025
Q1 		$1.02M Buy
10,054
+223
+2% +$21.8K 0.01% 1084
2024
Q4 		$908K Sell
9,831
-14
-0.1% -$1.38K 0.01% 1086
2024
Q3 		$951K Sell
9,845
-272
-3% -$24.4K 0.01% 1055
2024
Q2 		$868K Buy
+10,117
New +$849K 0.01% 1060

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Advisory Services's EHC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Encompass Health (EHC) stake by 0.81% in Q2 2025, selling an estimated $9.25K and leaving 9,973 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #1041.

Avantax Advisory Services first reported a position in EHC in Q2 2024 and has held it in 5 quarters since. 607 funds tracked by Wall St. Rank hold EHC as of Q2 2025.

  • Avantax Advisory Services held 9,973 shares of Encompass Health worth $1.22M as of Q2 2025.
  • Avantax Advisory Services sold 81 Encompass Health shares in Q2 2025, an estimated $9.25K.
  • Encompass Health made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1041 holding.
  • Avantax Advisory Services first reported a position in Encompass Health in Q2 2024 and has held it in 5 quarters since.
  • 607 funds tracked by Wall St. Rank held Encompass Health as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.