Bartlett & Co Wealth Management’s Encompass Health EHC Stock Holding History

Bartlett & Co Wealth Management’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	–	Sell	-150	Closed	-$15.9K	–	1305
2025 Q4	$15.9K	Hold	150	–	–	﹤0.01%	863
2025 Q3	$19.1K	Hold	150	–	–	﹤0.01%	828
2025 Q2	$18.4K	Sell	150 -54	-26%	-$6.17K	﹤0.01%	827
2025 Q1	$20.7K	Hold	204	–	–	﹤0.01%	809
2024 Q4	$18.8K	Hold	204	–	–	﹤0.01%	811
2024 Q3	$19.7K	Hold	204	–	–	﹤0.01%	821
2024 Q2	$17.5K	Hold	204	–	–	﹤0.01%	834
2024 Q1	$16.9K	Hold	204	–	–	﹤0.01%	841
2023 Q4	$13.7K	Hold	204	–	–	﹤0.01%	953
2023 Q3	$13.7K	Hold	204	–	–	﹤0.01%	888
2023 Q2	$13.8K	Hold	204	–	–	﹤0.01%	881
2023 Q1	$11.1K	Hold	204	–	–	﹤0.01%	808
2022 Q4	$12.2K	Hold	204	–	–	﹤0.01%	803
2022 Q3	$9.26K	Sell	204 -52	-20%	-$2.6K	﹤0.01%	836
2022 Q2	$11.4K	Hold	256	–	–	﹤0.01%	839
2022 Q1	$14.6K	Buy	+256	New	+$13.4K	﹤0.01%	774
2021 Q4	–	Sell	-256	Closed	-$15.4K	–	528
2021 Q3	$15.4K	Hold	256	–	–	﹤0.01%	663
2021 Q2	$16K	Hold	256	–	–	﹤0.01%	646
2021 Q1	$16.8K	Hold	256	–	–	﹤0.01%	684
2020 Q4	$16.9K	Hold	256	–	–	﹤0.01%	684
2020 Q3	$13.3K	Hold	256	–	–	﹤0.01%	661
2020 Q2	$12.7K	Buy	+256	New	+$13.8K	﹤0.01%	657

Other funds holding EHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Bartlett & Co Wealth Management's EHC Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Encompass Health (EHC) in Q1 2026, closing a stake of 150 shares — an estimated $15.9K sold.

Bartlett & Co Wealth Management first reported a position in EHC in Q2 2020 and held it in 22 quarters. The position peaked at $20.7K in Q1 2025. 580 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining Encompass Health position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 150 Encompass Health shares in Q1 2026, an estimated $15.9K.
Bartlett & Co Wealth Management first reported a position in Encompass Health in Q2 2020 and held it in 22 quarters.
Bartlett & Co Wealth Management's Encompass Health position peaked at $20.7K in Q1 2025.
580 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.