Bogart Wealth LLC’s Encompass Health EHC Stock Holding History

Bogart Wealth LLC’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 Q3	–	Sell	-14	Closed	-$1.72K	–	1555
2025 Q2	$1.72K	Buy	+14	New	+$1.6K	﹤0.01%	1135

Other funds holding EHC

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Bogart Wealth LLC's EHC Position: Q3 2025 in Review

Bogart Wealth LLC sold out of Encompass Health (EHC) in Q3 2025, closing a stake of 14 shares — an estimated $1.72K sold.

Bogart Wealth LLC first reported a position in EHC in Q2 2025 and held it in 1 quarter. The position peaked at $1.72K in Q2 2025. 604 funds tracked by Wall St. Rank hold EHC as of Q3 2025.

Bogart Wealth LLC reported no remaining Encompass Health position as of Q3 2025 after selling out during the quarter.
Bogart Wealth LLC sold 14 Encompass Health shares in Q3 2025, an estimated $1.72K.
Bogart Wealth LLC first reported a position in Encompass Health in Q2 2025 and held it in 1 quarter.
Bogart Wealth LLC's Encompass Health position peaked at $1.72K in Q2 2025.
604 funds tracked by Wall St. Rank held Encompass Health as of Q3 2025.

Based on Bogart Wealth LLC's 13F filing for Q3 2025, filed 27 Oct 2025.