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EWA
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
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
New York
$5.7T 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
$653B AUM
32.41%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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