Carolinas Wealth Consulting’s Encompass Health EHC Stock Holding History

Carolinas Wealth Consulting’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	–	Sell	-627	Closed	-$63.5K	–	262
2025 Q1	$63.5K	Hold	627	–	–	0.01%	317
2024 Q4	$57.9K	Buy	627 +6	+1%	+$589	0.01%	339
2024 Q3	$59.9K	Buy	621 +2	+0.3%	+$180	0.01%	337
2024 Q2	$53K	Hold	619	–	–	0.01%	358
2024 Q1	$51.2K	Sell	619 -6	-1%	-$439	0.01%	368
2023 Q4	$41.8K	Hold	625	–	–	0.01%	361
2023 Q3	$39.1K	Sell	625 -5	-0.8%	-$344	0.01%	344
2023 Q2	$42.7K	Buy	630 +2	+0.3%	+$125	0.01%	370
2023 Q1	$34.1K	Buy	628 +19	+3%	+$1.11K	0.01%	417
2022 Q4	$36.5K	Hold	609	–	–	0.01%	393
2022 Q3	$28K	Sell	609 -157	-20%	-$7.85K	0.01%	402
2022 Q2	$34K	Hold	766	–	–	0.01%	374
2022 Q1	$43K	Hold	766	–	–	0.01%	372
2021 Q4	$40K	Hold	766	–	–	0.01%	394
2021 Q3	$46K	Hold	766	–	–	0.01%	354
2021 Q2	$48K	Hold	766	–	–	0.01%	372
2021 Q1	$50K	Hold	766	–	–	0.01%	358
2020 Q4	$51K	Hold	766	–	–	0.01%	335
2020 Q3	$40K	Hold	766	–	–	0.01%	307
2020 Q2	$38K	Buy	+766	New	+$41.3K	0.02%	226

Other funds holding EHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carolinas Wealth Consulting's EHC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Encompass Health (EHC) in Q2 2025, closing a stake of 627 shares — an estimated $63.5K sold.

Carolinas Wealth Consulting first reported a position in EHC in Q2 2020 and held it in 20 quarters. The position peaked at $63.5K in Q1 2025. 607 funds tracked by Wall St. Rank hold EHC as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Encompass Health position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 627 Encompass Health shares in Q2 2025, an estimated $63.5K.
Carolinas Wealth Consulting first reported a position in Encompass Health in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Encompass Health position peaked at $63.5K in Q1 2025.
607 funds tracked by Wall St. Rank held Encompass Health as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.