Junto Capital Management’s Encompass Health EHC Stock Holding History

Junto Capital Management’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
2025 Q2	–	Sell	-234,003	Closed	-$23.7M	–	88
2025 Q1	$23.7M	Sell	234,003 -182,599	-44%	-$17.8M	0.5%	70
2024 Q4	$38.5M	Sell	416,602 -531,841	-56%	-$52.2M	0.74%	51
2024 Q3	$91.7M	Buy	948,443 +99,526	+12%	+$8.94M	2.03%	13
2024 Q2	$72.8M	Buy	848,917 +120,436	+17%	+$10.1M	1.49%	22
2024 Q1	$60.2M	Sell	728,481 -216,669	-23%	-$15.9M	1.33%	32
2023 Q4	$63.1M	Buy	945,150 +271,477	+40%	+$17.6M	1.41%	28
2023 Q3	$45.2M	Sell	673,673 -24,824	-4%	-$1.71M	1.07%	40
2023 Q2	$47.3M	Buy	+698,497	New	+$43.8M	1.2%	35
2023 Q1	–	Sell	-656,480	Closed	-$39.3M	–	93
2022 Q4	$39.3M	Buy	+656,480	New	+$35.7M	1.11%	39

Other funds holding EHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Junto Capital Management's EHC Position: Q2 2025 in Review

Junto Capital Management sold out of Encompass Health (EHC) in Q2 2025, closing a stake of 234,003 shares — an estimated $23.7M sold.

Junto Capital Management first reported a position in EHC in Q4 2022 and held it in 9 quarters. The position peaked at $91.7M in Q3 2024. 607 funds tracked by Wall St. Rank hold EHC as of Q2 2025.

Junto Capital Management reported no remaining Encompass Health position as of Q2 2025 after selling out during the quarter.
Junto Capital Management sold 234,003 Encompass Health shares in Q2 2025, an estimated $23.7M.
Junto Capital Management first reported a position in Encompass Health in Q4 2022 and held it in 9 quarters.
Junto Capital Management's Encompass Health position peaked at $91.7M in Q3 2024.
607 funds tracked by Wall St. Rank held Encompass Health as of Q2 2025.

Based on Junto Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.