CapWealth Advisors’s Encompass Health EHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $211K | Hold |
2,184
| – | – | 0.02% | 112 |
|
|
2025
Q4 | $232K | Sell |
2,184
-125
| -5% | -$14.5K | 0.02% | 113 |
|
|
2025
Q3 | $293K | Hold |
2,309
| – | – | 0.02% | 102 |
|
|
2025
Q2 | $283K | Sell |
2,309
-65
| -3% | -$7.42K | 0.03% | 89 |
|
|
2025
Q1 | $240K | Sell |
2,374
-306
| -11% | -$29.9K | 0.03% | 94 |
|
|
2024
Q4 | $247K | Hold |
2,680
| – | – | 0.03% | 96 |
|
|
2024
Q3 | $259K | Sell |
2,680
-298
| -10% | -$26.8K | 0.03% | 96 |
|
|
2024
Q2 | $255K | Hold |
2,978
| – | – | 0.03% | 89 |
|
|
2024
Q1 | $246K | Buy |
+2,978
| New | +$218K | 0.03% | 89 |
|
|
2023
Q4 | – | Sell |
-3,171
| Closed | -$213K | – | 101 |
|
|
2023
Q3 | $213K | Hold |
3,171
| – | – | 0.03% | 103 |
|
|
2023
Q2 | $215K | Buy |
+3,171
| New | +$199K | 0.03% | 97 |
|
|
2023
Q1 | – | Sell |
-4,825
| Closed | -$289K | – | 106 |
|
|
2022
Q4 | $289K | Sell |
4,825
-225
| -4% | -$12.2K | 0.03% | 97 |
|
|
2022
Q3 | $228K | Sell |
5,050
-1,298
| -20% | -$64.9K | 0.03% | 97 |
|
|
2022
Q2 | $283K | Hold |
6,348
| – | – | 0.03% | 96 |
|
|
2022
Q1 | $359K | Sell |
6,348
-138
| -2% | -$7.21K | 0.04% | 97 |
|
|
2021
Q4 | $337K | Hold |
6,486
| – | – | 0.03% | 102 |
|
|
2021
Q3 | $387K | Sell |
6,486
-262
| -4% | -$16.5K | 0.04% | 89 |
|
|
2021
Q2 | $419K | Sell |
6,748
-270
| -4% | -$18K | 0.05% | 86 |
|
|
2021
Q1 | $457K | Sell |
7,018
-2
| -0% | -$130 | 0.05% | 81 |
|
|
2020
Q4 | $462K | Sell |
7,020
-69
| -1% | -$4.06K | 0.06% | 78 |
|
|
2020
Q3 | $366K | Buy |
+7,089
| New | +$364K | 0.05% | 77 |
|
|
2018
Q4 | – | Sell |
-3,771
| Closed | -$234K | – | 99 |
|
|
2018
Q3 | $234K | Hold |
3,771
| – | – | 0.04% | 101 |
|
|
2018
Q2 | $203K | Buy |
+3,771
| New | +$188K | 0.04% | 98 |
|
|
2016
Q4 | – | Sell |
-3,771
| Closed | -$122K | – | 143 |
|
|
2016
Q3 | $122K | Hold |
3,771
| – | – | 0.03% | 106 |
|
|
2016
Q2 | $116K | Hold |
3,771
| – | – | 0.03% | 105 |
|
|
2016
Q1 | $113K | Hold |
3,771
| – | – | 0.03% | 99 |
|
|
2015
Q4 | $104K | Hold |
3,771
| – | – | 0.03% | 97 |
|
|
2015
Q3 | $115K | Hold |
3,771
| – | – | 0.03% | 90 |
|
|
2015
Q2 | $138K | Sell |
3,771
-754
| -17% | -$26.9K | 0.03% | 88 |
|
|
2015
Q1 | $160K | Buy |
+4,525
| New | +$155K | 0.04% | 86 |
|
|
2014
Q4 | – | Sell |
-5,279
| Closed | -$155K | – | 146 |
|
|
2014
Q3 | $155K | Hold |
5,279
| – | – | 0.04% | 89 |
|
|
2014
Q2 | $151K | Hold |
5,279
| – | – | 0.03% | 92 |
|
|
2014
Q1 | $151K | Hold |
5,279
| – | – | 0.04% | 86 |
|
|
2013
Q4 | $140K | Hold |
5,279
| – | – | 0.04% | 98 |
|
|
2013
Q3 | $145K | Hold |
5,279
| – | – | 0.04% | 97 |
|
|
2013
Q2 | $121K | Buy |
+5,279
| New | +$119K | 0.04% | 105 |
|
Other funds holding EHC
VPM
VCM
CapWealth Advisors's EHC Position: Q1 2026 in Review
CapWealth Advisors held its Encompass Health (EHC) position steady in Q1 2026 at 2,184 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #112.
CapWealth Advisors first reported a position in EHC in Q2 2013 and has held it in 36 quarters since. The position peaked at $462K in Q4 2020. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.
- CapWealth Advisors held 2,184 shares of Encompass Health worth $211K as of Q1 2026.
- CapWealth Advisors left its Encompass Health share count unchanged in Q1 2026.
- Encompass Health made up 0.02% of CapWealth Advisors's portfolio in Q1 2026, its #112 holding.
- CapWealth Advisors first reported a position in Encompass Health in Q2 2013 and has held it in 36 quarters since.
- CapWealth Advisors's Encompass Health position peaked at $462K in Q4 2020.
- 577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.
Based on CapWealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.