GSWM
EHC icon

Golden State Wealth Management’s Encompass Health EHC Stock Holding History

Golden State Wealth 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
Q2 		$7.2K Hold
71
– – ﹤0.01% 1187
2026
Q1 		$6.88K Sell
71
-15
-17% -$1.54K ﹤0.01% 1163
2025
Q4 		$9.13K Buy
86
+15
+21% +$1.74K ﹤0.01% 1133
2025
Q3 		$9.02K Hold
71
– – ﹤0.01% 1125
2025
Q2 		$8.71K Hold
71
– – ﹤0.01% 1105
2025
Q1 		$7.19K Hold
71
– – ﹤0.01% 1088
2024
Q4 		$6.56K Buy
+71
New +$6.97K ﹤0.01% 1059

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 40.89% 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

Golden State Wealth Management's EHC Position: Q2 2026 in Review

Golden State Wealth Management held its Encompass Health (EHC) position steady in Q2 2026 at 71 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Golden State Wealth Management first reported a position in EHC in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.13K in Q4 2025. 599 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Golden State Wealth Management held 71 shares of Encompass Health worth $7.2K as of Q2 2026.
  • Golden State Wealth Management left its Encompass Health share count unchanged in Q2 2026.
  • Encompass Health made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1187 holding.
  • Golden State Wealth Management first reported a position in Encompass Health in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Encompass Health position peaked at $9.13K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.