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Forum Financial Management’s Encompass Health EHC Stock Holding History

Forum Financial 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 		– Sell
-2,492
Closed -$265K – 535
2025
Q4 		$265K Hold
2,492
– – ﹤0.01% 818
2025
Q3 		$317K Buy
2,492
+301
+14% +$35.8K ﹤0.01% 711
2025
Q2 		$269K Buy
2,191
+208
+10% +$23.8K ﹤0.01% 733
2025
Q1 		$201K Buy
+1,983
New +$194K ﹤0.01% 822

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

Forum Financial Management's EHC Position: Q1 2026 in Review

Forum Financial Management sold out of Encompass Health (EHC) in Q1 2026, closing a stake of 2,492 shares — an estimated $265K sold.

Forum Financial Management first reported a position in EHC in Q1 2025 and held it in 4 quarters. The position peaked at $317K in Q3 2025. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • Forum Financial Management reported no remaining Encompass Health position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,492 Encompass Health shares in Q1 2026, an estimated $265K.
  • Forum Financial Management first reported a position in Encompass Health in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's Encompass Health position peaked at $317K in Q3 2025.
  • 577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.