CAWM
EHC icon

Capital A Wealth Management’s Encompass Health EHC Stock Holding History

Capital A 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
2025
Q2 		$4.27K Buy
+64
New +$7.31K 0.05% 247
2025
Q1 		– Sell
-2
Closed -$185 – 766
2024
Q4 		$185 Buy
+2
New +$196 ﹤0.01% 725

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital A Wealth Management's EHC Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Encompass Health (EHC) in Q2 2025: 64 shares worth $4.27K. The stake represents 0.05% of the portfolio and ranks #247 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in EHC as recently as Q4 2024.

Capital A Wealth Management first reported a position in EHC in Q4 2024 and has held it in 2 quarters since. 607 funds tracked by Wall St. Rank hold EHC as of Q2 2025.

  • Capital A Wealth Management held 64 shares of Encompass Health worth $4.27K as of Q2 2025.
  • Encompass Health was a new Capital A Wealth Management position in Q2 2025.
  • Encompass Health made up 0.05% of Capital A Wealth Management's portfolio in Q2 2025, its #247 holding.
  • Capital A Wealth Management first reported a position in Encompass Health in Q4 2024 and has held it in 2 quarters since.
  • 607 funds tracked by Wall St. Rank held Encompass Health as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.