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
Q2 		$14.4K Buy
142
+34
+31% +$3.52K ﹤0.01% 1885
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 $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

Clearstead Advisors's EHC Position: Q2 2026 in Review

Clearstead Advisors increased its Encompass Health (EHC) stake by 31% in Q2 2026, buying an estimated $3.52K and bringing the position to 142 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

Clearstead Advisors first reported a position in EHC in Q4 2023 and has held it in 11 quarters since. The position peaked at $98K in Q4 2025. 597 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Clearstead Advisors held 142 shares of Encompass Health worth $14.4K as of Q2 2026.
  • Clearstead Advisors bought 34 Encompass Health shares in Q2 2026, an estimated $3.52K.
  • Encompass Health made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1885 holding.
  • Clearstead Advisors first reported a position in Encompass Health in Q4 2023 and has held it in 11 quarters since.
  • Clearstead Advisors's Encompass Health position peaked at $98K in Q4 2025.
  • 597 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.