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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
Q2 		$1.43M Buy
14,186
+100
+0.7% +$10.4K 0.36% 73
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s EHC Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its Encompass Health (EHC) stake by 0.71% in Q2 2026, buying an estimated $10.4K and bringing the position to 14,186 shares worth $1.43M. The position accounts for 0.36% of the portfolio, ranked #73.

Heritage Wealth Management (Ohio) first reported a position in EHC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.87M in Q3 2025. 599 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 14,186 shares of Encompass Health worth $1.43M as of Q2 2026.
  • Heritage Wealth Management (Ohio) bought 100 Encompass Health shares in Q2 2026, an estimated $10.4K.
  • Encompass Health made up 0.36% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #73 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Encompass Health in Q2 2024 and has held it in 9 quarters since.
  • Heritage Wealth Management (Ohio)'s Encompass Health position peaked at $1.87M in Q3 2025.
  • 599 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.