Jones Financial Companies
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Jones Financial Companies’s Encompass Health EHC Stock Holding History

Jones Financial Companies’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 		$11.3M Sell
111,593
-3,734
-3% -$387K ﹤0.01% 880
2026
Q1 		$11.3M Buy
115,327
+114,329
+11,456% +$11.7M 0.01% 783
2025
Q4 		$106K Buy
998
+16
+2% +$1.85K ﹤0.01% 2199
2025
Q3 		$124K Buy
982
+295
+43% +$35.1K ﹤0.01% 1990
2025
Q2 		$84K Buy
687
+332
+94% +$37.9K ﹤0.01% 2006
2025
Q1 		$35.8K Buy
355
+253
+248% +$24.7K ﹤0.01% 2190
2024
Q4 		$9.42K Buy
102
+68
+200% +$6.68K ﹤0.01% 2546
2024
Q3 		$3.29K Sell
34
-15
-31% -$1.35K ﹤0.01% 2555
2024
Q2 		$4.2K Buy
+49
New +$4.11K ﹤0.01% 1981
2024
Q1 		– Sell
-23
Closed -$1.53K – 1389
2023
Q4 		$1.53K Buy
+23
New +$1.49K ﹤0.01% 929
2021
Q2 		– Sell
-576
Closed -$38K – 672
2021
Q1 		$38K Buy
+576
New +$37.6K ﹤0.01% 385

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 40.91% 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

Jones Financial Companies's EHC Position: Q2 2026 in Review

Jones Financial Companies reduced its Encompass Health (EHC) stake by 3.2% in Q2 2026, selling an estimated $387K and leaving 111,593 shares worth $11.3M. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Jones Financial Companies first reported a position in EHC in Q1 2021 and has held it in 11 quarters since. 597 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Jones Financial Companies held 111,593 shares of Encompass Health worth $11.3M as of Q2 2026.
  • Jones Financial Companies sold 3,734 Encompass Health shares in Q2 2026, an estimated $387K.
  • Encompass Health made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #880 holding.
  • Jones Financial Companies first reported a position in Encompass Health in Q1 2021 and has held it in 11 quarters since.
  • 597 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.