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Legacy Wealth Asset Management’s Encompass Health EHC Stock Holding History

Legacy Wealth Asset 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
2026
Q3 		$1.53M Sell
12,596
-959
-7% -$113K 0.34% 73
2026
Q2 		$1.37M Sell
13,555
-357
-3% -$37K 0.3% 83
2026
Q1 		$1.35M Buy
13,912
+4,535
+48% +$465K 0.33% 79
2025
Q4 		$995K Buy
9,377
+1,660
+22% +$192K 0.24% 118
2025
Q3 		$980K Buy
7,717
+193
+3% +$23K 0.24% 116
2025
Q2 		$923K Buy
7,524
+1,171
+18% +$134K 0.23% 109
2025
Q1 		$643K Sell
6,353
-115
-2% -$11.2K 0.18% 186
2024
Q4 		$597K Sell
6,468
-216
-3% -$21.2K 0.16% 200
2024
Q3 		$646K Buy
6,684
+7
+0.1% +$629 0.17% 193
2024
Q2 		$573K Sell
6,677
-1,942
-23% -$163K 0.16% 201
2024
Q1 		$712K Buy
8,619
+130
+2% +$9.52K 0.2% 150
2023
Q4 		$566K Buy
8,489
+95
+1% +$6.15K 0.19% 190
2023
Q3 		$564K Buy
8,394
+97
+1% +$6.67K 0.21% 164
2023
Q2 		$562K Buy
8,297
+254
+3% +$15.9K 0.2% 182
2023
Q1 		$435K Buy
8,043
+34
+0.4% +$1.98K 0.16% 229
2022
Q4 		$479K Buy
8,009
+214
+3% +$11.6K 0.18% 186
2022
Q3 		$353K Sell
7,795
-3,566
-31% -$178K 0.15% 237
2022
Q2 		$507K Sell
11,361
-454
-4% -$23.3K 0.21% 169
2022
Q1 		$668K Buy
11,815
+315
+3% +$16.4K 0.24% 159
2021
Q4 		$597K Buy
11,500
+2,756
+32% +$142K 0.2% 183
2021
Q3 		$522K Sell
8,744
-16
-0.2% -$1.01K 0.24% 169
2021
Q2 		$544K Sell
8,760
-670
-7% -$44.7K 0.24% 156
2021
Q1 		$614K Sell
9,430
-147
-2% -$9.59K 0.28% 145
2020
Q4 		$630K Buy
+9,577
New +$563K 0.32% 129

Other funds holding EHC

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Legacy Wealth Asset Management's EHC Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Encompass Health (EHC) stake by 7.1% in Q3 2026, selling an estimated $113K and leaving 12,596 shares worth $1.53M. The position accounts for 0.34% of the portfolio, ranked #73.

Legacy Wealth Asset Management first reported a position in EHC in Q4 2020 and has held it in 24 quarters since. 25 funds tracked by Wall St. Rank hold EHC as of Q3 2026.

  • Legacy Wealth Asset Management held 12,596 shares of Encompass Health worth $1.53M as of Q3 2026.
  • Legacy Wealth Asset Management sold 959 Encompass Health shares in Q3 2026, an estimated $113K.
  • Encompass Health made up 0.34% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #73 holding.
  • Legacy Wealth Asset Management first reported a position in Encompass Health in Q4 2020 and has held it in 24 quarters since.
  • 25 funds tracked by Wall St. Rank held Encompass Health as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.