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Equitable Trust’s Encompass Health EHC Stock Holding History

Equitable Trust’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 		$231K Sell
2,282
-475
-17% -$49.2K 0.01% 433
2026
Q1 		$267K Sell
2,757
-2,359
-46% -$242K 0.01% 422
2025
Q4 		$543K Hold
5,116
– – 0.02% 306
2025
Q3 		$650K Hold
5,116
– – 0.03% 288
2025
Q2 		$627K Hold
5,116
– – 0.03% 289
2025
Q1 		$518K Sell
5,116
-213
-4% -$20.8K 0.03% 302
2024
Q4 		$492K Sell
5,329
-500
-9% -$49.1K 0.03% 324
2024
Q3 		$563K Hold
5,829
– – 0.04% 289
2024
Q2 		$500K Sell
5,829
-600
-9% -$50.4K 0.03% 300
2024
Q1 		$531K Buy
6,429
+2,634
+69% +$193K 0.04% 293
2023
Q4 		$253K Hold
3,795
– – 0.02% 374
2023
Q3 		$255K Hold
3,795
– – 0.02% 365
2023
Q2 		$257K Hold
3,795
– – 0.02% 358
2023
Q1 		$205K Sell
3,795
-403
-10% -$23.5K 0.02% 384
2022
Q4 		$251K Buy
+4,198
New +$228K 0.02% 356
2021
Q4 		– Sell
-21,638
Closed -$1.29M – 378
2021
Q3 		$1.29M Buy
+21,638
New +$1.36M 0.08% 164

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Equitable Trust's EHC Position: Q2 2026 in Review

Equitable Trust reduced its Encompass Health (EHC) stake by 17% in Q2 2026, selling an estimated $49.2K and leaving 2,282 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #433.

Equitable Trust first reported a position in EHC in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.29M in Q3 2021. 599 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Equitable Trust held 2,282 shares of Encompass Health worth $231K as of Q2 2026.
  • Equitable Trust sold 475 Encompass Health shares in Q2 2026, an estimated $49.2K.
  • Encompass Health made up 0.01% of Equitable Trust's portfolio in Q2 2026, its #433 holding.
  • Equitable Trust first reported a position in Encompass Health in Q3 2021 and has held it in 16 quarters since.
  • Equitable Trust's Encompass Health position peaked at $1.29M in Q3 2021.
  • 599 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.