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EP Wealth Advisors’s Encompass Health EHC Stock Holding History

EP Wealth Advisors’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 		– Sell
-2,627
Closed -$279K – 1522
2025
Q4 		$279K Buy
+2,627
New +$304K ﹤0.01% 1180
2025
Q2 		$453K Buy
3,694
+88
+2% +$10.1K ﹤0.01% 822
2025
Q1 		$365K Buy
3,606
+349
+11% +$34.1K ﹤0.01% 826
2024
Q4 		$301K Buy
3,257
+65
+2% +$6.38K ﹤0.01% 871
2024
Q3 		$308K Buy
+3,192
New +$287K ﹤0.01% 847

Other funds holding EHC

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

EP Wealth Advisors's EHC Position: Q1 2026 in Review

EP Wealth Advisors sold out of Encompass Health (EHC) in Q1 2026, closing a stake of 2,627 shares — an estimated $279K sold.

EP Wealth Advisors first reported a position in EHC in Q3 2024 and held it in 5 quarters. The position peaked at $453K in Q2 2025. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • EP Wealth Advisors reported no remaining Encompass Health position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 2,627 Encompass Health shares in Q1 2026, an estimated $279K.
  • EP Wealth Advisors first reported a position in Encompass Health in Q3 2024 and held it in 5 quarters.
  • EP Wealth Advisors's Encompass Health position peaked at $453K in Q2 2025.
  • 577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.