EWA
EHC icon

EverSource Wealth Advisors’s Encompass Health EHC Stock Holding History

EverSource Wealth Advisors’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 		$481K Sell
4,760
-997
-17% -$103K 0.02% 576
2026
Q1 		$557K Buy
5,757
+585
+11% +$60K 0.02% 560
2025
Q4 		$549K Buy
5,172
+505
+11% +$58.5K 0.02% 508
2025
Q3 		$593K Buy
4,667
+213
+5% +$25.4K 0.02% 439
2025
Q2 		$546K Buy
4,454
+528
+13% +$60.3K 0.02% 419
2025
Q1 		$398K Buy
3,926
+143
+4% +$14K 0.02% 439
2024
Q4 		$349K Buy
3,783
+72
+2% +$7.07K 0.02% 463
2024
Q3 		$359K Sell
3,711
-196
-5% -$17.6K 0.02% 400
2024
Q2 		$363K Buy
3,907
+1,487
+61% +$125K 0.02% 383
2024
Q1 		$202K Sell
2,420
-295
-11% -$21.6K 0.02% 487
2023
Q4 		$181K Buy
2,715
+2
+0.1% +$130 0.02% 460
2023
Q3 		$182K Buy
2,713
+347
+15% +$23.9K 0.02% 417
2023
Q2 		$160K Buy
2,366
+458
+24% +$28.7K 0.02% 448
2023
Q1 		$103K Sell
1,908
-1
-0.1% -$58 0.01% 539
2022
Q4 		$114K Sell
1,909
-175
-8% -$9.52K 0.02% 464
2022
Q3 		$94K Sell
2,084
-681
-25% -$34.1K 0.02% 443
2022
Q2 		$124K Buy
2,765
+1,073
+63% +$55K 0.03% 328
2022
Q1 		$96K Buy
1,692
+187
+12% +$9.76K 0.02% 340
2021
Q4 		$78K Buy
+1,505
New +$77.6K 0.02% 346

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 40.91% 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

EverSource Wealth Advisors's EHC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Encompass Health (EHC) stake by 17% in Q2 2026, selling an estimated $103K and leaving 4,760 shares worth $481K. The position accounts for 0.02% of the portfolio, ranked #576.

EverSource Wealth Advisors first reported a position in EHC in Q4 2021 and has held it in 19 quarters since. The position peaked at $593K in Q3 2025. 597 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • EverSource Wealth Advisors held 4,760 shares of Encompass Health worth $481K as of Q2 2026.
  • EverSource Wealth Advisors sold 997 Encompass Health shares in Q2 2026, an estimated $103K.
  • Encompass Health made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #576 holding.
  • EverSource Wealth Advisors first reported a position in Encompass Health in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Encompass Health position peaked at $593K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.