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HB Wealth Management’s Encompass Health EHC Stock Holding History

HB 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 		– Sell
-2,696
Closed -$286K – 1563
2025
Q4 		$286K Sell
2,696
-128
-5% -$14.8K ﹤0.01% 1160
2025
Q3 		$359K Buy
+2,824
New +$336K ﹤0.01% 993
2025
Q2 		– Sell
-3,346
Closed -$339K – 1198
2025
Q1 		$339K Buy
+3,346
New +$327K ﹤0.01% 918

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

HB Wealth Management's EHC Position: Q1 2026 in Review

HB Wealth Management sold out of Encompass Health (EHC) in Q1 2026, closing a stake of 2,696 shares — an estimated $286K sold.

HB Wealth Management first reported a position in EHC in Q1 2025 and held it in 3 quarters. The position peaked at $359K in Q3 2025. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • HB Wealth Management reported no remaining Encompass Health position as of Q1 2026 after selling out during the quarter.
  • HB Wealth Management sold 2,696 Encompass Health shares in Q1 2026, an estimated $286K.
  • HB Wealth Management first reported a position in Encompass Health in Q1 2025 and held it in 3 quarters.
  • HB Wealth Management's Encompass Health position peaked at $359K in Q3 2025.
  • 577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.