Avion Wealth’s Encompass Health EHC Stock Holding History

Avion Wealth’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	$2K	Sell	26 -10	-28%	-$1.03K	﹤0.01%	856
2025 Q4	$3K	Sell	36 -8	-18%	-$927	﹤0.01%	769
2025 Q3	$5K	Buy	44 +13	+42%	+$1.55K	﹤0.01%	642
2025 Q2	$3K	Buy	31 +2	+7%	+$228	﹤0.01%	715
2025 Q1	$2K	Hold	29	–	–	﹤0.01%	704
2024 Q4	$2K	Buy	29 +8	+38%	+$785	﹤0.01%	701
2024 Q3	$2K	Sell	21 -17	-45%	-$1.53K	﹤0.01%	669
2024 Q2	$3K	Buy	38 +6	+19%	+$504	﹤0.01%	553
2024 Q1	$3K	Buy	32 +7	+28%	+$513	﹤0.01%	549
2023 Q4	$2K	Hold	25	–	–	﹤0.01%	552
2023 Q3	$1K	Hold	25	–	–	﹤0.01%	610
2023 Q2	$1K	Sell	25 -1	-4%	-$63	﹤0.01%	561
2023 Q1	$1K	Buy	26 +9	+53%	+$524	﹤0.01%	430
2022 Q4	$0	Hold	17	–	–	﹤0.01%	483
2022 Q3	$1K	Sell	17 -4	-19%	-$200	﹤0.01%	445
2022 Q2	$1K	Buy	+21	New	+$1.08K	﹤0.01%	442

Other funds holding EHC

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Avion Wealth's EHC Position: Q1 2026 in Review

Avion Wealth reduced its Encompass Health (EHC) stake by 28% in Q1 2026, selling an estimated $1.03K and leaving 26 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Avion Wealth first reported a position in EHC in Q2 2022 and has held it in 16 quarters since. The position peaked at $5K in Q3 2025. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

Avion Wealth held 26 shares of Encompass Health worth $2K as of Q1 2026.
Avion Wealth sold 10 Encompass Health shares in Q1 2026, an estimated $1.03K.
Encompass Health made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #856 holding.
Avion Wealth first reported a position in Encompass Health in Q2 2022 and has held it in 16 quarters since.
Avion Wealth's Encompass Health position peaked at $5K in Q3 2025.
577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.