Essential Planning’s Encompass Health EHC Stock Holding History

Essential Planning’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 Q1	–	Sell	-23,010	Closed	-$2.26M	–	140
2024 Q4	$2.26M	Buy	+23,010	New	+$2.26M	0.01%	182

Other funds holding EHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Essential Planning's EHC Position: Q1 2025 in Review

Essential Planning sold out of Encompass Health (EHC) in Q1 2025, closing a stake of 23,010 shares — an estimated $2.26M sold.

Essential Planning first reported a position in EHC in Q4 2024 and held it in 1 quarter. The position peaked at $2.26M in Q4 2024. 537 funds tracked by Wall St. Rank hold EHC as of Q1 2025.

Essential Planning reported no remaining Encompass Health position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 23,010 Encompass Health shares in Q1 2025, an estimated $2.26M.
Essential Planning first reported a position in Encompass Health in Q4 2024 and held it in 1 quarter.
Essential Planning's Encompass Health position peaked at $2.26M in Q4 2024.
537 funds tracked by Wall St. Rank held Encompass Health as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.