Heritage Wealth Advisors’s Encompass Health EHC Stock Holding History

Heritage Wealth 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 Q2	$194K	Hold	1,918	–	–	0.01%	224
2026 Q1	$186K	Hold	1,918	–	–	0.01%	208
2025 Q4	$204K	Hold	1,918	–	–	0.01%	215
2025 Q3	$244K	Hold	1,918	–	–	0.01%	191
2025 Q2	$235K	Hold	1,918	–	–	0.01%	189
2025 Q1	$194K	Hold	1,918	–	–	0.01%	201
2024 Q4	$177K	Hold	1,918	–	–	0.01%	211
2024 Q3	$185K	Hold	1,918	–	–	0.01%	219
2024 Q2	$165K	Hold	1,918	–	–	0.01%	218
2024 Q1	$158K	Hold	1,918	–	–	0.01%	230
2023 Q4	$128K	Hold	1,918	–	–	0.01%	246
2023 Q3	$129K	Hold	1,918	–	–	0.01%	233
2023 Q2	$130K	Hold	1,918	–	–	0.01%	232
2023 Q1	$104K	Hold	1,918	–	–	0.01%	257
2022 Q4	$115K	Hold	1,918	–	–	0.01%	252
2022 Q3	$86.8K	Sell	1,918 -493	-20%	-$24.7K	0.01%	260
2022 Q2	$108K	Hold	2,411	–	–	0.01%	253
2022 Q1	$136K	Hold	2,411	–	–	0.01%	225
2021 Q4	$125K	Hold	2,411	–	–	0.01%	242
2021 Q3	$144K	Hold	2,411	–	–	0.01%	224
2021 Q2	$150K	Hold	2,411	–	–	0.01%	223
2021 Q1	$157K	Hold	2,411	–	–	0.01%	223
2020 Q4	$159K	Hold	2,411	–	–	0.01%	215
2020 Q3	$125K	Hold	2,411	–	–	0.02%	188
2020 Q2	$119K	Hold	2,411	–	–	0.02%	186
2020 Q1	$123K	Hold	2,411	–	–	0.02%	170
2019 Q4	$133K	Hold	2,411	–	–	0.02%	206
2019 Q3	$121K	Hold	2,411	–	–	0.02%	195
2019 Q2	$122K	Hold	2,411	–	–	0.02%	178
2019 Q1	$112K	Hold	2,411	–	–	0.02%	170
2018 Q4	$118K	Hold	2,411	–	–	0.02%	152
2018 Q3	$149K	Buy	+2,411	New	+$147K	0.03%	134

Other funds holding EHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Heritage Wealth Advisors's EHC Position: Q2 2026 in Review

Heritage Wealth Advisors held its Encompass Health (EHC) position steady in Q2 2026 at 1,918 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #224.

Heritage Wealth Advisors first reported a position in EHC in Q3 2018 and has held it in 32 quarters since. The position peaked at $244K in Q3 2025. 597 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

Heritage Wealth Advisors held 1,918 shares of Encompass Health worth $194K as of Q2 2026.
Heritage Wealth Advisors left its Encompass Health share count unchanged in Q2 2026.
Encompass Health made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #224 holding.
Heritage Wealth Advisors first reported a position in Encompass Health in Q3 2018 and has held it in 32 quarters since.
Heritage Wealth Advisors's Encompass Health position peaked at $244K in Q3 2025.
597 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.