Corient Private Wealth
EHC icon

Corient Private Wealth’s Encompass Health EHC Stock Holding History

Corient Private Wealth’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 		$1.5M Sell
15,630
-52,326
-77% -$5.37M ﹤0.01% 1412
2025
Q4 		$3.71M Buy
67,956
+48,147
+243% +$5.58M ﹤0.01% 1203
2025
Q3 		$2.52M Sell
19,809
-600
-3% -$71.4K ﹤0.01% 966
2025
Q2 		$2.5M Buy
20,409
+3,721
+22% +$425K ﹤0.01% 939
2025
Q1 		$1.69M Buy
16,688
+725
+5% +$70.8K ﹤0.01% 1035
2024
Q4 		$1.47M Sell
15,963
-4,270
-21% -$419K ﹤0.01% 1128
2024
Q3 		$1.96M Buy
20,233
+3,452
+21% +$310K ﹤0.01% 1107
2024
Q2 		$1.44M Sell
16,781
-237
-1% -$19.9K ﹤0.01% 1180
2024
Q1 		$1.41M Sell
17,018
-59
-0.3% -$4.32K ﹤0.01% 1189
2023
Q4 		$1.14M Buy
17,077
+11,130
+187% +$721K ﹤0.01% 1232
2023
Q3 		$399K Buy
5,947
+71
+1% +$4.88K ﹤0.01% 1609
2023
Q2 		$398K Buy
5,876
+52
+0.9% +$3.26K ﹤0.01% 1566
2023
Q1 		$315K Buy
+5,824
New +$339K ﹤0.01% 1586

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