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Clearstead Trust’s Encompass Health EHC Stock Holding History

Clearstead Trust’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 		$10.2K Buy
105
+15
+17% +$1.54K ﹤0.01% 574
2025
Q4 		$9.55K Buy
90
+21
+30% +$2.43K ﹤0.01% 599
2025
Q3 		$8.77K Sell
69
-8
-10% -$952 ﹤0.01% 615
2025
Q2 		$9.44K Buy
77
+8
+12% +$914 ﹤0.01% 606
2025
Q1 		$6.99K Buy
+69
New +$6.74K ﹤0.01% 528

Other funds holding EHC

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

Clearstead Trust's EHC Position: Q1 2026 in Review

Clearstead Trust increased its Encompass Health (EHC) stake by 17% in Q1 2026, buying an estimated $1.54K and bringing the position to 105 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Clearstead Trust first reported a position in EHC in Q1 2025 and has held it in 5 quarters since. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • Clearstead Trust held 105 shares of Encompass Health worth $10.2K as of Q1 2026.
  • Clearstead Trust bought 15 Encompass Health shares in Q1 2026, an estimated $1.54K.
  • Encompass Health made up ﹤0.01% of Clearstead Trust's portfolio in Q1 2026, its #574 holding.
  • Clearstead Trust first reported a position in Encompass Health in Q1 2025 and has held it in 5 quarters since.
  • 577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.