CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Encompass Health EHC Stock Holding History

CAPTRUST Financial 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
Q2 		$879K Buy
8,694
+915
+12% +$94.8K ﹤0.01% 1817
2026
Q1 		$752K Buy
7,779
+1,275
+20% +$131K ﹤0.01% 1767
2025
Q4 		$690K Sell
6,504
-1,792
-22% -$208K ﹤0.01% 1711
2025
Q3 		$1.05M Buy
8,296
+1,786
+27% +$213K ﹤0.01% 1398
2025
Q2 		$798K Buy
6,510
+955
+17% +$109K ﹤0.01% 1466
2025
Q1 		$563K Sell
5,555
-1,510
-21% -$147K ﹤0.01% 1583
2024
Q4 		$652K Buy
7,065
+2,941
+71% +$289K ﹤0.01% 1467
2024
Q3 		$399K Sell
4,124
-26
-0.6% -$2.34K ﹤0.01% 1714
2024
Q2 		$356K Buy
4,150
+415
+11% +$34.8K ﹤0.01% 1707
2024
Q1 		$308K Sell
3,735
-808
-18% -$59.2K ﹤0.01% 1759
2023
Q4 		$303K Sell
4,543
-577
-11% -$37.4K ﹤0.01% 2103
2023
Q3 		$344K Buy
5,120
+206
+4% +$14.2K ﹤0.01% 1907
2023
Q2 		$333K Buy
4,914
+268
+6% +$16.8K ﹤0.01% 1894
2023
Q1 		$251K Buy
4,646
+4
+0.1% +$233 ﹤0.01% 1882
2022
Q4 		$278K Buy
+4,642
New +$252K ﹤0.01% 1726
2022
Q3 		– Sell
-5,640
Closed -$251K – 2627
2022
Q2 		$251K Sell
5,640
-952
-14% -$48.8K ﹤0.01% 1538
2022
Q1 		$374K Sell
6,592
-381
-5% -$19.9K ﹤0.01% 1307
2021
Q4 		$363K Sell
6,973
-779
-10% -$40.2K ﹤0.01% 1290
2021
Q3 		$465K Sell
7,752
-742
-9% -$46.7K ﹤0.01% 1063
2021
Q2 		$529K Buy
8,494
+834
+11% +$55.6K ﹤0.01% 960
2021
Q1 		$501K Buy
7,660
+1,726
+29% +$113K 0.01% 952
2020
Q4 		$392K Sell
5,934
-600
-9% -$35.3K 0.01% 925
2020
Q3 		$342K Sell
6,534
-67,383
-91% -$3.46M 0.01% 828
2020
Q2 		$3.71M Buy
73,917
+10,812
+17% +$583K 0.06% 262
2020
Q1 		$3.06M Buy
63,105
+22,789
+57% +$1.31M 0.07% 251
2019
Q4 		$2.23M Buy
+40,316
New +$2.19M 0.04% 356

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 40.91% 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

CAPTRUST Financial Advisors's EHC Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Encompass Health (EHC) stake by 12% in Q2 2026, buying an estimated $94.8K and bringing the position to 8,694 shares worth $879K. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

CAPTRUST Financial Advisors first reported a position in EHC in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.71M in Q2 2020. 597 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • CAPTRUST Financial Advisors held 8,694 shares of Encompass Health worth $879K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 915 Encompass Health shares in Q2 2026, an estimated $94.8K.
  • Encompass Health made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1817 holding.
  • CAPTRUST Financial Advisors first reported a position in Encompass Health in Q4 2019 and has held it in 26 quarters since.
  • CAPTRUST Financial Advisors's Encompass Health position peaked at $3.71M in Q2 2020.
  • 597 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.