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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
Q2 		$10.8K Buy
107
+2
+2% +$207 ﹤0.01% 605
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 $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 40.89% 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 Trust's EHC Position: Q2 2026 in Review

Clearstead Trust increased its Encompass Health (EHC) stake by 1.9% in Q2 2026, buying an estimated $207 and bringing the position to 107 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Clearstead Trust first reported a position in EHC in Q1 2025 and has held it in 6 quarters since. 599 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Clearstead Trust held 107 shares of Encompass Health worth $10.8K as of Q2 2026.
  • Clearstead Trust bought 2 Encompass Health shares in Q2 2026, an estimated $207.
  • Encompass Health made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #605 holding.
  • Clearstead Trust first reported a position in Encompass Health in Q1 2025 and has held it in 6 quarters since.
  • 599 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

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