Heritage Wealth Management (Ohio)’s Encompass Health EHC Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.36M	Sell	14,086 -120	-0.8%	-$12.3K	0.67%	46
2025 Q4	$1.51M	Sell	14,206 -516	-4%	-$59.8K	0.42%	67
2025 Q3	$1.87M	Sell	14,722 -65	-0.4%	-$7.74K	0.55%	47
2025 Q2	$1.81M	Sell	14,787 -150	-1%	-$17.1K	0.59%	44
2025 Q1	$1.51M	Sell	14,937 -100	-0.7%	-$9.76K	0.51%	48
2024 Q4	$1.39M	Sell	15,037 -60	-0.4%	-$5.89K	0.46%	54
2024 Q3	$1.46M	Sell	15,097 -40	-0.3%	-$3.6K	0.48%	54
2024 Q2	$1.29M	Buy	+15,137	New	+$1.27M	0.43%	62

Other funds holding EHC

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s EHC Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its Encompass Health (EHC) stake by 0.84% in Q1 2026, selling an estimated $12.3K and leaving 14,086 shares worth $1.36M. The position accounts for 0.67% of the portfolio, ranked #46.

Heritage Wealth Management (Ohio) first reported a position in EHC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.87M in Q3 2025. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

Heritage Wealth Management (Ohio) held 14,086 shares of Encompass Health worth $1.36M as of Q1 2026.
Heritage Wealth Management (Ohio) sold 120 Encompass Health shares in Q1 2026, an estimated $12.3K.
Encompass Health made up 0.67% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #46 holding.
Heritage Wealth Management (Ohio) first reported a position in Encompass Health in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Encompass Health position peaked at $1.87M in Q3 2025.
577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.