Congress Wealth Management’s Encompass Health EHC Stock Holding History

Congress Wealth Management’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
2025 Q2	$13.4M	Buy	+109,643	New	+$12.5M	0.13%	186

Other funds holding EHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Congress Wealth Management's EHC Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Encompass Health (EHC) in Q2 2025: 109,643 shares worth $13.4M. The stake represents 0.13% of the portfolio and ranks #186 among its holdings.

606 funds tracked by Wall St. Rank hold EHC as of Q2 2025.

Congress Wealth Management held 109,643 shares of Encompass Health worth $13.4M as of Q2 2025.
Encompass Health was a new Congress Wealth Management position in Q2 2025.
Encompass Health made up 0.13% of Congress Wealth Management's portfolio in Q2 2025, its #186 holding.
606 funds tracked by Wall St. Rank held Encompass Health as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.