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Belpointe Asset Management’s Encompass Health EHC Stock Holding History

Belpointe Asset 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
2025
Q4 		– Sell
-1,825
Closed -$232K – 1046
2025
Q3 		$232K Buy
1,825
+109
+6% +$13K 0.01% 880
2025
Q2 		$210K Buy
+1,716
New +$196K 0.01% 864
2023
Q2 		– Sell
-781
Closed -$42.3K – 1350
2023
Q1 		$42.3K Buy
781
+366
+88% +$21.3K ﹤0.01% 1806
2022
Q4 		$24.8K Buy
+415
New +$22.6K ﹤0.01% 2030

Other funds holding EHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Belpointe Asset Management's EHC Position: Q4 2025 in Review

Belpointe Asset Management sold out of Encompass Health (EHC) in Q4 2025, closing a stake of 1,825 shares — an estimated $232K sold.

Belpointe Asset Management first reported a position in EHC in Q4 2022 and held it in 4 quarters. The position peaked at $232K in Q3 2025. 593 funds tracked by Wall St. Rank hold EHC as of Q4 2025.

  • Belpointe Asset Management reported no remaining Encompass Health position as of Q4 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 1,825 Encompass Health shares in Q4 2025, an estimated $232K.
  • Belpointe Asset Management first reported a position in Encompass Health in Q4 2022 and held it in 4 quarters.
  • Belpointe Asset Management's Encompass Health position peaked at $232K in Q3 2025.
  • 593 funds tracked by Wall St. Rank held Encompass Health as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.