CA
EHC icon

Clearstead Advisors’s Encompass Health EHC Stock Holding History

Clearstead 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
Q1 		$10.4K Sell
108
-815
-88% -$83.6K ﹤0.01% 1582
2025
Q4 		$98K Buy
923
+299
+48% +$34.7K ﹤0.01% 1136
2025
Q3 		$79.3K Buy
624
+63
+11% +$7.5K ﹤0.01% 1124
2025
Q2 		$68.8K Buy
561
+331
+144% +$37.8K ﹤0.01% 1180
2025
Q1 		$23.3K Buy
230
+204
+785% +$19.9K ﹤0.01% 1384
2024
Q4 		$2.4K Hold
26
– – ﹤0.01% 1825
2024
Q3 		$2.51K Sell
26
-94
-78% -$8.45K ﹤0.01% 1816
2024
Q2 		$10.3K Buy
120
+94
+362% +$7.89K ﹤0.01% 1545
2024
Q1 		$2.24K Hold
26
– – ﹤0.01% 1293
2023
Q4 		$1.74K Buy
+26
New +$1.68K ﹤0.01% 1306

Other funds holding EHC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return