EPW
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Evolve Private Wealth’s Encompass Health EHC Stock Holding History

Evolve Private Wealth’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 		$888K Sell
8,781
-1,656
-16% -$172K 0.05% 312
2026
Q1 		$1.01M Buy
10,437
+14
+0.1% +$1.44K 0.05% 330
2025
Q4 		$1.11M Buy
+10,423
New +$1.21M 0.07% 265

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

Evolve Private Wealth's EHC Position: Q2 2026 in Review

Evolve Private Wealth reduced its Encompass Health (EHC) stake by 16% in Q2 2026, selling an estimated $172K and leaving 8,781 shares worth $888K. The position accounts for 0.05% of the portfolio, ranked #312.

Evolve Private Wealth first reported a position in EHC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q4 2025. 597 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Evolve Private Wealth held 8,781 shares of Encompass Health worth $888K as of Q2 2026.
  • Evolve Private Wealth sold 1,656 Encompass Health shares in Q2 2026, an estimated $172K.
  • Encompass Health made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #312 holding.
  • Evolve Private Wealth first reported a position in Encompass Health in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Encompass Health position peaked at $1.11M in Q4 2025.
  • 597 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.