ECM
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Evergreen Capital Management’s Encompass Health EHC Stock Holding History

Evergreen Capital 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
2026
Q2 		$848K Buy
8,394
+4,956
+144% +$513K 0.01% 617
2026
Q1 		$333K Buy
3,438
+1,534
+81% +$157K 0.01% 1047
2025
Q4 		$202K Sell
1,904
-1,649
-46% -$191K ﹤0.01% 1311
2025
Q3 		$451K Buy
3,553
+1,608
+83% +$191K 0.01% 715
2025
Q2 		$239K Buy
+1,945
New +$222K 0.01% 934

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

Evergreen Capital Management's EHC Position: Q2 2026 in Review

Evergreen Capital Management increased its Encompass Health (EHC) stake by 144% in Q2 2026, buying an estimated $513K and bringing the position to 8,394 shares worth $848K. The position accounts for 0.01% of the portfolio, ranked #617.

Evergreen Capital Management first reported a position in EHC in Q2 2025 and has held it in 5 quarters since. 599 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Evergreen Capital Management held 8,394 shares of Encompass Health worth $848K as of Q2 2026.
  • Evergreen Capital Management bought 4,956 Encompass Health shares in Q2 2026, an estimated $513K.
  • Encompass Health made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #617 holding.
  • Evergreen Capital Management first reported a position in Encompass Health in Q2 2025 and has held it in 5 quarters since.
  • 599 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.