Brand Asset Management Group’s Encompass Health EHC Stock Holding History

Brand Asset Management Group’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	-1,903	Closed	-$242K	–	174
2025 Q3	$242K	Buy	+1,903	New	+$227K	0.07%	141
2020 Q4	–	Sell	-111	Closed	-$6K	–	242
2020 Q3	$6K	Hold	111	–	–	﹤0.01%	222
2020 Q2	$5K	Hold	111	–	–	﹤0.01%	224
2020 Q1	$6K	Hold	111	–	–	﹤0.01%	220
2019 Q4	$6K	Hold	111	–	–	﹤0.01%	277
2019 Q3	$6K	Hold	111	–	–	﹤0.01%	275
2019 Q2	$6K	Hold	111	–	–	﹤0.01%	282
2019 Q1	$5K	Buy	+111	New	+$5.62K	﹤0.01%	277

Other funds holding EHC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 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 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