ECM
EHC icon

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
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 $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

Evergreen Capital Management's EHC Position: Q1 2026 in Review

Evergreen Capital Management increased its Encompass Health (EHC) stake by 81% in Q1 2026, buying an estimated $157K and bringing the position to 3,438 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #1047.

Evergreen Capital Management first reported a position in EHC in Q2 2025 and has held it in 4 quarters since. The position peaked at $451K in Q3 2025. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • Evergreen Capital Management held 3,438 shares of Encompass Health worth $333K as of Q1 2026.
  • Evergreen Capital Management bought 1,534 Encompass Health shares in Q1 2026, an estimated $157K.
  • Encompass Health made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1047 holding.
  • Evergreen Capital Management first reported a position in Encompass Health in Q2 2025 and has held it in 4 quarters since.
  • Evergreen Capital Management's Encompass Health position peaked at $451K in Q3 2025.
  • 577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.