Bay Harbor Wealth Management’s Encompass Health EHC Stock Holding History

Bay Harbor 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 Q2	$1.92K	Buy	19 +5	+36%	+$518	﹤0.01%	662
2026 Q1	$1.35K	Buy	14 +6	+75%	+$615	﹤0.01%	664
2025 Q4	$849	Hold	8	–	–	﹤0.01%	683
2025 Q3	$1.02K	Buy	8 +3	+60%	+$357	﹤0.01%	526
2025 Q2	$613	Buy	5 +2	+67%	+$228	﹤0.01%	579
2025 Q1	$303	Buy	+3	New	+$293	﹤0.01%	549
2021 Q4	–	Sell	-34	Closed	-$2K	–	171
2021 Q3	$2K	Hold	34	–	–	﹤0.01%	185
2021 Q2	$2K	Sell	34 -1	-3%	-$67	﹤0.01%	191
2021 Q1	$2K	Sell	35 -12	-26%	-$783	﹤0.01%	195
2020 Q4	$3K	Hold	47	–	–	﹤0.01%	311
2020 Q3	$2K	Buy	47 +23	+96%	+$1.18K	﹤0.01%	314
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	308
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	291
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	311
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	328
2019 Q2	$1K	Hold	24	–	–	﹤0.01%	327
2019 Q1	$1K	Hold	24	–	–	﹤0.01%	360
2018 Q4	$1K	Buy	+24	New	+$1.36K	﹤0.01%	347

Other funds holding EHC

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bay Harbor Wealth Management's EHC Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Encompass Health (EHC) stake by 36% in Q2 2026, buying an estimated $518 and bringing the position to 19 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Bay Harbor Wealth Management first reported a position in EHC in Q4 2018 and has held it in 18 quarters since. The position peaked at $3K in Q4 2020. 597 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

Bay Harbor Wealth Management held 19 shares of Encompass Health worth $1.92K as of Q2 2026.
Bay Harbor Wealth Management bought 5 Encompass Health shares in Q2 2026, an estimated $518.
Encompass Health made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #662 holding.
Bay Harbor Wealth Management first reported a position in Encompass Health in Q4 2018 and has held it in 18 quarters since.
Bay Harbor Wealth Management's Encompass Health position peaked at $3K in Q4 2020.
597 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.