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 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 $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

IMA Advisory Services's EHC Position: Q1 2026 in Review

IMA Advisory Services reduced its Encompass Health (EHC) stake by 13% in Q1 2026, selling an estimated $615 and leaving 42 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

IMA Advisory Services first reported a position in EHC in Q3 2013 and has held it in 12 quarters since. The position peaked at $476K in Q1 2015. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

IMA Advisory Services held 42 shares of Encompass Health worth $4.06K as of Q1 2026.
IMA Advisory Services sold 6 Encompass Health shares in Q1 2026, an estimated $615.
Encompass Health made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #455 holding.
IMA Advisory Services first reported a position in Encompass Health in Q3 2013 and has held it in 12 quarters since.
IMA Advisory Services's Encompass Health position peaked at $476K in Q1 2015.
577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.