IMA Advisory Services’s Encompass Health EHC Stock Holding History

IMA Advisory Services’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	$6.67K	Buy	66 +24	+57%	+$2.49K	﹤0.01%	845
2026 Q1	$4.06K	Sell	42 -6	-13%	-$615	﹤0.01%	455
2025 Q4	$5.09K	Buy	+48	New	+$5.56K	﹤0.01%	422
2016 Q1	–	Sell	-12,143	Closed	-$336K	–	111
2015 Q4	$336K	Sell	12,143 -364	-3%	-$10.4K	0.2%	91
2015 Q3	$382K	Sell	12,507 -402	-3%	-$14K	0.24%	85
2015 Q2	$473K	Sell	12,909 -579	-4%	-$20.6K	0.23%	90
2015 Q1	$476K	Hold	13,488	–	–	0.23%	92
2014 Q4	$413K	Sell	13,488 -502	-4%	-$15.7K	0.21%	97
2014 Q3	$411K	Sell	13,990 -101	-0.7%	-$3.08K	0.19%	118
2014 Q2	$402K	Sell	14,091 -264	-2%	-$7.36K	0.18%	121
2014 Q1	$410K	Sell	14,355 -251	-2%	-$6.53K	0.19%	113
2013 Q4	$387K	Hold	14,606	–	–	0.18%	114
2013 Q3	$401K	Buy	+14,606	New	+$375K	0.2%	110

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 40.89% 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

IMA Advisory Services's EHC Position: Q2 2026 in Review

IMA Advisory Services increased its Encompass Health (EHC) stake by 57% in Q2 2026, buying an estimated $2.49K and bringing the position to 66 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

IMA Advisory Services first reported a position in EHC in Q3 2013 and has held it in 13 quarters since. The position peaked at $476K in Q1 2015. 599 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

IMA Advisory Services held 66 shares of Encompass Health worth $6.67K as of Q2 2026.
IMA Advisory Services bought 24 Encompass Health shares in Q2 2026, an estimated $2.49K.
Encompass Health made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #845 holding.
IMA Advisory Services first reported a position in Encompass Health in Q3 2013 and has held it in 13 quarters since.
IMA Advisory Services's Encompass Health position peaked at $476K in Q1 2015.
599 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.