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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
Q2 		$3K Buy
36
+10
+38% +$1.04K ﹤0.01% 933
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Avion Wealth's EHC Position: Q2 2026 in Review

Avion Wealth increased its Encompass Health (EHC) stake by 38% in Q2 2026, buying an estimated $1.04K and bringing the position to 36 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Avion Wealth first reported a position in EHC in Q2 2022 and has held it in 17 quarters since. The position peaked at $5K in Q3 2025. 599 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Avion Wealth held 36 shares of Encompass Health worth $3K as of Q2 2026.
  • Avion Wealth bought 10 Encompass Health shares in Q2 2026, an estimated $1.04K.
  • Encompass Health made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #933 holding.
  • Avion Wealth first reported a position in Encompass Health in Q2 2022 and has held it in 17 quarters since.
  • Avion Wealth's Encompass Health position peaked at $5K in Q3 2025.
  • 599 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.