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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Equitable Trust's EHC Position: Q1 2026 in Review

Equitable Trust reduced its Encompass Health (EHC) stake by 46% in Q1 2026, selling an estimated $242K and leaving 2,757 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #422.

Equitable Trust first reported a position in EHC in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.29M in Q3 2021. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

Equitable Trust held 2,757 shares of Encompass Health worth $267K as of Q1 2026.
Equitable Trust sold 2,359 Encompass Health shares in Q1 2026, an estimated $242K.
Encompass Health made up 0.01% of Equitable Trust's portfolio in Q1 2026, its #422 holding.
Equitable Trust first reported a position in Encompass Health in Q3 2021 and has held it in 15 quarters since.
Equitable Trust's Encompass Health position peaked at $1.29M in Q3 2021.
577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.