Fuller & Thaler Asset Management
EHC icon

Fuller & Thaler Asset Management’s Encompass Health EHC Stock Holding History

Fuller & Thaler Asset 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 		$216M Buy
2,229,979
+176,289
+9% +$18.1M 0.73% 27
2025
Q4 		$218M Sell
2,053,690
-8,324
-0.4% -$965K 0.74% 28
2025
Q3 		$262M Buy
2,062,014
+238,214
+13% +$28.4M 0.89% 17
2025
Q2 		$224M Buy
1,823,800
+282,323
+18% +$32.2M 0.82% 19
2025
Q1 		$156M Buy
1,541,477
+163,400
+12% +$16M 0.61% 43
2024
Q4 		$127M Buy
1,378,077
+274,192
+25% +$26.9M 0.48% 63
2024
Q3 		$107M Buy
+1,103,885
New +$99.2M 0.42% 72
2018
Q3 		– Sell
-2,137
Closed -$115K – 540
2018
Q2 		$115K Hold
2,137
– – ﹤0.01% 486
2018
Q1 		$97K Buy
2,137
+629
+42% +$27K ﹤0.01% 514
2017
Q4 		$59K Hold
1,508
– – ﹤0.01% 609
2017
Q3 		$56K Buy
+1,508
New +$53.7K ﹤0.01% 572
2015
Q4 		– Sell
-69,135
Closed -$2.11M – 732
2015
Q3 		$2.11M Sell
69,135
-89,065
-56% -$3.1M 0.05% 190
2015
Q2 		$5.8M Sell
158,200
-28,087
-15% -$1M 0.16% 114
2015
Q1 		$6.57M Sell
186,287
-2,012
-1% -$68.9K 0.21% 98
2014
Q4 		$5.76M Buy
188,299
+880
+0.5% +$27.4K 0.21% 112
2014
Q3 		$5.5M Sell
187,419
-110,113
-37% -$3.36M 0.24% 115
2014
Q2 		$8.49M Sell
297,532
-45,252
-13% -$1.26M 0.36% 81
2014
Q1 		$9.8M Buy
342,784
+27,403
+9% +$713K 0.47% 68
2013
Q4 		$8.36M Sell
315,381
-35,196
-10% -$979K 0.46% 75
2013
Q3 		$9.62M Buy
350,577
+23,757
+7% +$610K 0.57% 45
2013
Q2 		$7.49M Buy
+326,820
New +$7.39M 0.53% 68

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Fuller & Thaler Asset Management's EHC Position: Q1 2026 in Review

Fuller & Thaler Asset Management increased its Encompass Health (EHC) stake by 8.6% in Q1 2026, buying an estimated $18.1M and bringing the position to 2,229,979 shares worth $216M. The position accounts for 0.73% of the portfolio, ranked #27.

Fuller & Thaler Asset Management first reported a position in EHC in Q2 2013 and has held it in 21 quarters since. The position peaked at $262M in Q3 2025. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • Fuller & Thaler Asset Management held 2,229,979 shares of Encompass Health worth $216M as of Q1 2026.
  • Fuller & Thaler Asset Management bought 176,289 Encompass Health shares in Q1 2026, an estimated $18.1M.
  • Encompass Health made up 0.73% of Fuller & Thaler Asset Management's portfolio in Q1 2026, its #27 holding.
  • Fuller & Thaler Asset Management first reported a position in Encompass Health in Q2 2013 and has held it in 21 quarters since.
  • Fuller & Thaler Asset Management's Encompass Health position peaked at $262M in Q3 2025.
  • 577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q1 2026, filed 14 May 2026.