BCR Wealth Strategies’s Encompass Health EHC Stock Holding History

BCR Wealth Strategies’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 Q4	–	Sell	-1,771	Closed	-$224K	–	38
2025 Q3	$224K	Sell	1,771 -1,000	-36%	-$119K	0.08%	29
2025 Q2	$339K	Sell	2,771 -1,000	-27%	-$114K	0.13%	24
2025 Q1	$381K	Sell	3,771 -900	-19%	-$87.9K	0.17%	20
2024 Q4	$431K	Sell	4,671 -2,000	-30%	-$196K	0.2%	17
2024 Q3	$644K	Sell	6,671 -1,500	-18%	-$135K	0.3%	15
2024 Q2	$700K	Sell	8,171 -2,000	-20%	-$168K	0.46%	12
2024 Q1	$840K	Sell	10,171 -958	-9%	-$70.2K	0.57%	11
2023 Q4	$742K	Hold	11,129	–	–	0.53%	12
2023 Q3	$747K	Hold	11,129	–	–	0.6%	11
2023 Q2	$753K	Hold	11,129	–	–	0.58%	11
2023 Q1	$602K	Hold	11,129	–	–	0.48%	11
2022 Q4	$665K	Hold	11,129	–	–	0.57%	11
2022 Q3	$503K	Sell	11,129 -2,860	-20%	-$143K	0.52%	12
2022 Q2	$624K	Hold	13,989	–	–	0.64%	10
2022 Q1	$791K	Buy	13,989 +13,536	+2,988%	+$707K	0.76%	9
2021 Q4	$23K	Buy	+453	New	+$23.4K	0.02%	59

Other funds holding EHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BCR Wealth Strategies's EHC Position: Q4 2025 in Review

BCR Wealth Strategies sold out of Encompass Health (EHC) in Q4 2025, closing a stake of 1,771 shares — an estimated $224K sold.

BCR Wealth Strategies first reported a position in EHC in Q4 2021 and held it in 16 quarters. The position peaked at $840K in Q1 2024. 593 funds tracked by Wall St. Rank hold EHC as of Q4 2025.

BCR Wealth Strategies reported no remaining Encompass Health position as of Q4 2025 after selling out during the quarter.
BCR Wealth Strategies sold 1,771 Encompass Health shares in Q4 2025, an estimated $224K.
BCR Wealth Strategies first reported a position in Encompass Health in Q4 2021 and held it in 16 quarters.
BCR Wealth Strategies's Encompass Health position peaked at $840K in Q1 2024.
593 funds tracked by Wall St. Rank held Encompass Health as of Q4 2025.

Based on BCR Wealth Strategies's 13F filing for Q4 2025, filed 23 Jan 2026.