EWM
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Empirical Wealth Management’s Encompass Health EHC Stock Holding History

Empirical 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
Q4 		– Sell
-1,852
Closed -$235K – 923
2025
Q3 		$235K Buy
+1,852
New +$220K ﹤0.01% 705

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Empirical Wealth Management's EHC Position: Q4 2025 in Review

Empirical Wealth Management sold out of Encompass Health (EHC) in Q4 2025, closing a stake of 1,852 shares — an estimated $235K sold.

Empirical Wealth Management first reported a position in EHC in Q3 2025 and held it in 1 quarter. The position peaked at $235K in Q3 2025. 593 funds tracked by Wall St. Rank hold EHC as of Q4 2025.

  • Empirical Wealth Management reported no remaining Encompass Health position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 1,852 Encompass Health shares in Q4 2025, an estimated $235K.
  • Empirical Wealth Management first reported a position in Encompass Health in Q3 2025 and held it in 1 quarter.
  • Empirical Wealth Management's Encompass Health position peaked at $235K in Q3 2025.
  • 593 funds tracked by Wall St. Rank held Encompass Health as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.