Carson Wealth (CWM LLC)’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 | $547K | Sell |
5,658
-4,050
| -42% | -$415K | ﹤0.01% | 1942 |
|
|
2025
Q4 | $1.03M | Sell |
9,708
-8,431
| -46% | -$977K | ﹤0.01% | 1481 |
|
|
2025
Q3 | $2.3M | Buy |
18,139
+5,291
| +41% | +$630K | 0.01% | 1030 |
|
|
2025
Q2 | $1.58M | Buy |
12,848
+13
| +0.1% | +$1.49K | 0.01% | 1037 |
|
|
2025
Q1 | $1.3M | Sell |
12,835
-1,989
| -13% | -$194K | 0.01% | 1017 |
|
|
2024
Q4 | $1.37M | Buy |
14,824
+6,660
| +82% | +$654K | 0.01% | 937 |
|
|
2024
Q3 | $789K | Buy |
8,164
+1,776
| +28% | +$160K | ﹤0.01% | 1149 |
|
|
2024
Q2 | $548K | Buy |
6,388
+379
| +6% | +$31.8K | ﹤0.01% | 1156 |
|
|
2024
Q1 | $496K | Buy |
6,009
+326
| +6% | +$23.9K | ﹤0.01% | 1147 |
|
|
2023
Q4 | $379K | Sell |
5,683
-279
| -5% | -$18.1K | ﹤0.01% | 1167 |
|
|
2023
Q3 | $400K | Buy |
5,962
+13
| +0.2% | +$894 | ﹤0.01% | 1051 |
|
|
2023
Q2 | $403K | Buy |
5,949
+4,998
| +526% | +$313K | ﹤0.01% | 1005 |
|
|
2023
Q1 | $51K | Buy |
951
+503
| +112% | +$29.3K | ﹤0.01% | 1857 |
|
|
2022
Q4 | $27K | Sell |
448
-177
| -28% | -$9.63K | ﹤0.01% | 2148 |
|
|
2022
Q3 | $28K | Buy |
625
+156
| +33% | +$7.8K | ﹤0.01% | 2001 |
|
|
2022
Q2 | $21K | Buy |
469
+4
| +0.9% | +$205 | ﹤0.01% | 2072 |
|
|
2022
Q1 | $26K | Sell |
465
-6,926
| -94% | -$362K | ﹤0.01% | 1913 |
|
|
2021
Q4 | $384K | Buy |
+7,391
| New | +$381K | ﹤0.01% | 800 |
|
|
2021
Q2 | $456K | Hold |
7,350
| – | – | ﹤0.01% | 696 |
|
|
2021
Q1 | $456K | Hold |
7,350
| – | – | ﹤0.01% | 696 |
|
|
2020
Q4 | $456K | Hold |
7,350
| – | – | ﹤0.01% | 696 |
|
|
2020
Q3 | $456K | Hold |
7,350
| – | – | ﹤0.01% | 696 |
|
|
2020
Q2 | $456K | Hold |
7,350
| – | – | ﹤0.01% | 696 |
|
|
2020
Q1 | $456K | Hold |
7,350
| – | – | ﹤0.01% | 696 |
|
|
2019
Q4 | $456K | Hold |
7,350
| – | – | ﹤0.01% | 696 |
|
|
2019
Q3 | $456K | Hold |
7,350
| – | – | ﹤0.01% | 696 |
|
|
2019
Q2 | $456K | Hold |
7,350
| – | – | ﹤0.01% | 696 |
|
|
2019
Q1 | $456K | Sell |
7,350
-675
| -8% | -$34.2K | ﹤0.01% | 696 |
|
|
2018
Q4 | $394K | Sell |
8,025
-22
| -0.3% | -$1.25K | 0.01% | 486 |
|
|
2018
Q3 | $499K | Buy |
8,047
+2
| +0% | +$122 | 0.01% | 386 |
|
|
2018
Q2 | $433K | Buy |
8,045
+20
| +0.2% | +$1K | 0.01% | 348 |
|
|
2018
Q1 | $365K | Buy |
+8,025
| New | +$344K | 0.01% | 310 |
|
|
2017
Q4 | – | Sell |
-8,025
| Closed | -$296K | – | 1485 |
|
|
2017
Q3 | $296K | Hold |
8,025
| – | – | 0.01% | 296 |
|
|
2017
Q2 | $309K | Hold |
8,025
| – | – | 0.02% | 274 |
|
|
2017
Q1 | $273K | Buy |
8,025
+164
| +2% | +$5.38K | 0.02% | 270 |
|
|
2016
Q4 | $258K | Buy |
+7,861
| New | +$255K | 0.02% | 257 |
|
|
2016
Q3 | – | Sell |
-30
| Closed | -$1K | – | 1005 |
|
|
2016
Q2 | $1K | Sell |
30
-252
| -89% | -$7.88K | ﹤0.01% | 741 |
|
|
2016
Q1 | $8K | Hold |
282
| – | – | ﹤0.01% | 550 |
|
|
2015
Q4 | $8K | Hold |
282
| – | – | ﹤0.01% | 485 |
|
|
2015
Q3 | $9K | Buy |
+282
| New | +$9.82K | ﹤0.01% | 455 |
|
|
2014
Q1 | – | Sell |
-30
| Closed | -$1K | – | 247 |
|
|
2013
Q4 | $1K | Sell |
30
-440
| -94% | -$12.2K | ﹤0.01% | 607 |
|
|
2013
Q3 | $13K | Buy |
+470
| New | +$12.1K | ﹤0.01% | 302 |
|
Other funds holding EHC
Carson Wealth (CWM LLC)'s EHC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Encompass Health (EHC) stake by 42% in Q1 2026, selling an estimated $415K and leaving 5,658 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.
Carson Wealth (CWM LLC) first reported a position in EHC in Q3 2013 and has held it in 42 quarters since. The position peaked at $2.3M in Q3 2025. 579 funds tracked by Wall St. Rank hold EHC as of Q1 2026.
- Carson Wealth (CWM LLC) held 5,658 shares of Encompass Health worth $547K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 4,050 Encompass Health shares in Q1 2026, an estimated $415K.
- Encompass Health made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1942 holding.
- Carson Wealth (CWM LLC) first reported a position in Encompass Health in Q3 2013 and has held it in 42 quarters since.
- Carson Wealth (CWM LLC)'s Encompass Health position peaked at $2.3M in Q3 2025.
- 579 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.