CM
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Caption Management’s Encompass Health EHC Stock Holding History

Caption 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
2026
Q2 		– Sell
-36,000
Closed -$3.48M – 1773
2026
Q1 		$3.48M Buy
+36,000
New +$3.69M 0.02% 643
2024
Q2 		– Sell
-50,900
Closed -$4.2M – 1252
2024
Q1 		$4.2M Buy
+50,900
New +$3.73M 0.06% 333
2022
Q1 		– Sell
-37,710
Closed -$1.96M – 1590
2021
Q4 		$1.96M Buy
37,710
+25,140
+200% +$1.3M 0.02% 799
2021
Q3 		$750K Buy
+12,570
New +$791K 0.01% 1109
2020
Q2 		– Sell
-168,187
Closed -$8.57M – 999
2020
Q1 		$8.57M Sell
168,187
-14,078
-8% -$812K 0.48% 39
2019
Q4 		$10M Buy
+182,265
New +$9.89M 0.34% 63

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Caption Management's EHC Position: Q2 2026 in Review

Caption Management sold out of Encompass Health (EHC) in Q2 2026, closing a stake of 49,018 shares — an estimated $4.74M sold.

Caption Management first reported a position in EHC in Q4 2019 and held it in 9 quarters. The position peaked at $6.25M in Q4 2019. 598 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Caption Management reported no remaining Encompass Health position as of Q2 2026 after selling out during the quarter.
  • Caption Management sold 49,018 Encompass Health shares in Q2 2026, an estimated $4.74M.
  • Caption Management first reported a position in Encompass Health in Q4 2019 and held it in 9 quarters.
  • Caption Management's Encompass Health position peaked at $6.25M in Q4 2019.
  • 598 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.