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Heartland Advisors’s Encompass Health EHC Stock Holding History

Heartland Advisors’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 		$1.33M Sell
13,743
-68
-0.5% -$6.97K 0.07% 211
2025
Q4 		$1.47M Sell
13,811
-216
-2% -$25K 0.08% 206
2025
Q3 		$1.78M Sell
14,027
-144
-1% -$17.1K 0.09% 187
2025
Q2 		$1.74M Sell
14,171
-8,728
-38% -$997K 0.1% 183
2025
Q1 		$2.32M Sell
22,899
-3,004
-12% -$293K 0.13% 174
2024
Q4 		$2.39M Sell
25,903
-559
-2% -$54.9K 0.13% 165
2024
Q3 		$2.56M Sell
26,462
-885
-3% -$79.5K 0.13% 166
2024
Q2 		$2.35M Sell
27,347
-213,994
-89% -$18M 0.13% 156
2024
Q1 		$19.9M Sell
241,341
-74,959
-24% -$5.49M 1.04% 18
2023
Q4 		$21.1M Buy
316,300
+13,432
+4% +$870K 1.1% 15
2023
Q3 		$20.3M Sell
302,868
-55,618
-16% -$3.83M 1.14% 12
2023
Q2 		$24.3M Sell
358,486
-146,718
-29% -$9.19M 1.39% 5
2023
Q1 		$27.3M Buy
505,204
+15,101
+3% +$879K 1.69% 3
2022
Q4 		$29.3M Buy
490,103
+7,013
+1% +$381K 1.86% 3
2022
Q3 		$21.9M Sell
483,090
-97,472
-17% -$4.88M 1.63% 5
2022
Q2 		$25.9M Buy
580,562
+106,629
+22% +$5.47M 1.8% 4
2022
Q1 		$26.8M Buy
473,933
+247,311
+109% +$12.9M 1.66% 4
2021
Q4 		$11.8M Buy
226,622
+34,743
+18% +$1.79M 0.69% 50
2021
Q3 		$11.5M Buy
191,879
+10,710
+6% +$674K 0.69% 41
2021
Q2 		$11.2M Sell
181,169
-4,694
-3% -$313K 0.65% 50
2021
Q1 		$12.1M Buy
185,863
+22,347
+14% +$1.46M 0.77% 32
2020
Q4 		$10.8M Buy
163,516
+102,726
+169% +$6.04M 0.77% 37
2020
Q3 		$3.14M Buy
60,790
+43,829
+258% +$2.25M 0.27% 136
2020
Q2 		$836K Sell
16,961
-853
-5% -$46K 0.07% 199
2020
Q1 		$907K Buy
17,814
+12,447
+232% +$718K 0.1% 175
2019
Q4 		$296K Buy
+5,367
New +$291K 0.02% 190
2018
Q1 		– Sell
-6,041
Closed -$237K – 207
2017
Q4 		$237K Hold
6,041
– – 0.02% 191
2017
Q3 		$223K Buy
+6,041
New +$215K 0.01% 189

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

Heartland Advisors's EHC Position: Q1 2026 in Review

Heartland Advisors reduced its Encompass Health (EHC) stake by 0.49% in Q1 2026, selling an estimated $6.97K and leaving 13,743 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #211.

Heartland Advisors first reported a position in EHC in Q3 2017 and has held it in 28 quarters since. The position peaked at $29.3M in Q4 2022. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • Heartland Advisors held 13,743 shares of Encompass Health worth $1.33M as of Q1 2026.
  • Heartland Advisors sold 68 Encompass Health shares in Q1 2026, an estimated $6.97K.
  • Encompass Health made up 0.07% of Heartland Advisors's portfolio in Q1 2026, its #211 holding.
  • Heartland Advisors first reported a position in Encompass Health in Q3 2017 and has held it in 28 quarters since.
  • Heartland Advisors's Encompass Health position peaked at $29.3M in Q4 2022.
  • 577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.