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Dakota Wealth Management’s Encompass Health EHC Stock Holding History

Dakota 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
Q3 		– Sell
-2,589
Closed -$317K – 691
2025
Q2 		$317K Buy
+2,589
New +$296K 0.01% 599

Other funds holding EHC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dakota Wealth Management's EHC Position: Q3 2025 in Review

Dakota Wealth Management sold out of Encompass Health (EHC) in Q3 2025, closing a stake of 2,589 shares — an estimated $317K sold.

Dakota Wealth Management first reported a position in EHC in Q2 2025 and held it in 1 quarter. The position peaked at $317K in Q2 2025. 604 funds tracked by Wall St. Rank hold EHC as of Q3 2025.

  • Dakota Wealth Management reported no remaining Encompass Health position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 2,589 Encompass Health shares in Q3 2025, an estimated $317K.
  • Dakota Wealth Management first reported a position in Encompass Health in Q2 2025 and held it in 1 quarter.
  • Dakota Wealth Management's Encompass Health position peaked at $317K in Q2 2025.
  • 604 funds tracked by Wall St. Rank held Encompass Health as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.