JFS Wealth Advisors
EHC icon

JFS Wealth Advisors’s Encompass Health EHC Stock Holding History

JFS 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
Q3 		$12.5K Buy
103
+4
+4% +$471 ﹤0.01% 891
2026
Q2 		$10K Hold
99
– – ﹤0.01% 1005
2026
Q1 		$9.6K Buy
99
+4
+4% +$410 ﹤0.01% 967
2025
Q4 		$10.1K Buy
95
+29
+44% +$3.36K ﹤0.01% 968
2025
Q3 		$8.38K Hold
66
– – ﹤0.01% 950
2025
Q2 		$8.09K Sell
66
-4
-6% -$457 ﹤0.01% 933
2025
Q1 		$7.09K Sell
70
-4
-5% -$391 ﹤0.01% 992
2024
Q4 		$6.83K Buy
74
+4
+6% +$393 ﹤0.01% 994
2024
Q3 		$6.76K Buy
70
+7
+11% +$629 ﹤0.01% 1002
2024
Q2 		$5.4K Hold
63
– – ﹤0.01% 1033
2024
Q1 		$5.2K Hold
63
– – ﹤0.01% 1083
2023
Q4 		$4.2K Sell
63
-6
-9% -$389 ﹤0.01% 1131
2023
Q3 		$4.64K Buy
69
+6
+10% +$413 ﹤0.01% 1014
2023
Q2 		$4.27K Buy
63
+9
+17% +$564 ﹤0.01% 1073
2023
Q1 		$2.92K Sell
54
-19
-26% -$1.11K ﹤0.01% 1214
2022
Q4 		$4.37K Buy
73
+20
+38% +$1.09K ﹤0.01% 1049
2022
Q3 		$2K Sell
53
-14
-21% -$700 ﹤0.01% 1308
2022
Q2 		$3K Sell
67
-10
-13% -$513 ﹤0.01% 1171
2022
Q1 		$4K Buy
77
+49
+175% +$2.56K ﹤0.01% 1129
2021
Q4 		$1K Buy
+28
New +$1.44K ﹤0.01% 1331

Other funds holding EHC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

JFS Wealth Advisors's EHC Position: Q3 2026 in Review

JFS Wealth Advisors increased its Encompass Health (EHC) stake by 4% in Q3 2026, buying an estimated $471 and bringing the position to 103 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

JFS Wealth Advisors first reported a position in EHC in Q4 2021 and has held it in 20 quarters since. 390 funds tracked by Wall St. Rank hold EHC as of Q3 2026.

  • JFS Wealth Advisors held 103 shares of Encompass Health worth $12.5K as of Q3 2026.
  • JFS Wealth Advisors bought 4 Encompass Health shares in Q3 2026, an estimated $471.
  • Encompass Health made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #891 holding.
  • JFS Wealth Advisors first reported a position in Encompass Health in Q4 2021 and has held it in 20 quarters since.
  • 390 funds tracked by Wall St. Rank held Encompass Health as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.