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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
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 $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

Golden State Wealth Management's EHC Position: Q1 2026 in Review

Golden State Wealth Management reduced its Encompass Health (EHC) stake by 17% in Q1 2026, selling an estimated $1.54K and leaving 71 shares worth $6.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Golden State Wealth Management first reported a position in EHC in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.13K in Q4 2025. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • Golden State Wealth Management held 71 shares of Encompass Health worth $6.88K as of Q1 2026.
  • Golden State Wealth Management sold 15 Encompass Health shares in Q1 2026, an estimated $1.54K.
  • Encompass Health made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1163 holding.
  • Golden State Wealth Management first reported a position in Encompass Health in Q4 2024 and has held it in 6 quarters since.
  • Golden State Wealth Management's Encompass Health position peaked at $9.13K in Q4 2025.
  • 577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.