Capstone Investment Advisors
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Capstone Investment Advisors’s Encompass Health EHC Stock Holding History

Capstone Investment Advisors’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
2026
Q1 		$299K Buy
+3,087
New +$317K ﹤0.01% 1365
2025
Q4 		– Sell
-6,035
Closed -$767K – 1728
2025
Q3 		$767K Buy
6,035
+2,611
+76% +$311K ﹤0.01% 1137
2025
Q2 		$420K Buy
+3,424
New +$391K ﹤0.01% 1221
2024
Q2 		– Sell
-18,185
Closed -$1.5M – 2182
2024
Q1 		$1.5M Buy
+18,185
New +$1.33M 0.01% 918
2023
Q4 		– Sell
-10,687
Closed -$718K – 2180
2023
Q3 		$718K Buy
+10,687
New +$735K ﹤0.01% 1134
2016
Q3 		– Sell
-9,176
Closed -$283K – 782
2016
Q2 		$283K Buy
+9,176
New +$287K 0.01% 568

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $36.7B AUM 74.15% 1-Year Est. Return

Capstone Investment Advisors's EHC Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Encompass Health (EHC) in Q1 2026: 3,087 shares worth $299K. The stake represents ﹤0.01% of the portfolio and ranks #1365 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in EHC as recently as Q3 2025.

Capstone Investment Advisors first reported a position in EHC in Q2 2016 and has held it in 6 quarters since. The position peaked at $1.5M in Q1 2024. 579 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • Capstone Investment Advisors held 3,087 shares of Encompass Health worth $299K as of Q1 2026.
  • Encompass Health was a new Capstone Investment Advisors position in Q1 2026.
  • Encompass Health made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1365 holding.
  • Capstone Investment Advisors first reported a position in Encompass Health in Q2 2016 and has held it in 6 quarters since.
  • Capstone Investment Advisors's Encompass Health position peaked at $1.5M in Q1 2024.
  • 579 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.