DiNuzzo Private Wealth’s Encompass Health EHC Stock Holding History

DiNuzzo 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 Q2	$2.12K	Hold	21	–	–	﹤0.01%	655
2026 Q1	$2.03K	Sell	21 -2	-9%	-$205	﹤0.01%	644
2025 Q4	$2.44K	Hold	23	–	–	﹤0.01%	576
2025 Q3	$2.8K	Hold	23	–	–	﹤0.01%	530
2025 Q2	$2.82K	Buy	23 +1	+5%	+$114	﹤0.01%	508
2025 Q1	$2.23K	Buy	22 +1	+5%	+$98	﹤0.01%	554
2024 Q4	$1.94K	Hold	21	–	–	﹤0.01%	614
2024 Q3	$2.03K	Hold	21	–	–	﹤0.01%	605
2024 Q2	$1.8K	Buy	21 +3	+17%	+$252	﹤0.01%	553
2024 Q1	$1.49K	Hold	18	–	–	﹤0.01%	581
2023 Q4	$1.2K	Buy	+18	New	+$1.17K	﹤0.01%	639

Other funds holding EHC

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return