Massachusetts Financial Services
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Massachusetts Financial Services’s Encompass Health EHC Stock Holding History

Massachusetts Financial 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 		$15.5M Buy
138,073
+1,974
+1% +$202K 0.01% 681
2025
Q4 		$14.4M Sell
136,099
-23,691
-15% -$2.75M ﹤0.01% 685
2025
Q3 		$20.3M Buy
159,790
+110,841
+226% +$13.2M 0.01% 627
2025
Q2 		$6M Sell
48,949
-317,605
-87% -$36.3M ﹤0.01% 704
2025
Q1 		$37.1M Sell
366,554
-743,967
-67% -$72.6M 0.01% 505
2024
Q4 		$103M Sell
1,110,521
-623
-0.1% -$61.2K 0.03% 383
2024
Q3 		$107M Sell
1,111,144
-350,292
-24% -$31.5M 0.03% 379
2024
Q2 		$125M Sell
1,461,436
-701,785
-32% -$58.9M 0.04% 346
2024
Q1 		$179M Buy
2,163,221
+234,772
+12% +$17.2M 0.05% 290
2023
Q4 		$129M Buy
1,928,449
+120,527
+7% +$7.81M 0.04% 336
2023
Q3 		$121M Sell
1,807,922
-356,074
-16% -$24.5M 0.04% 334
2023
Q2 		$147M Buy
2,163,996
+367,846
+20% +$23.1M 0.05% 300
2023
Q1 		$97.2M Buy
1,796,150
+83,056
+5% +$4.83M 0.03% 355
2022
Q4 		$102M Buy
1,713,094
+10,746
+0.6% +$584K 0.04% 354
2022
Q3 		$77M Sell
1,702,348
-416,803
-20% -$20.9M 0.03% 378
2022
Q2 		$94.5M Buy
2,119,151
+996,566
+89% +$51.1M 0.03% 361
2022
Q1 		$63.5M Buy
1,122,585
+89,688
+9% +$4.68M 0.02% 444
2021
Q4 		$53.6M Buy
1,032,897
+86,836
+9% +$4.48M 0.01% 486
2021
Q3 		$56.5M Buy
946,061
+333,436
+54% +$21M 0.02% 478
2021
Q2 		$38M Buy
612,625
+149,167
+32% +$9.94M 0.01% 548
2021
Q1 		$30.2M Buy
+463,458
New +$30.2M 0.01% 564
2014
Q2 		– Sell
-85,074
Closed -$2.43M – 894
2014
Q1 		$2.43M Buy
85,074
+13,362
+19% +$348K ﹤0.01% 698
2013
Q4 		$1.9M Buy
+71,712
New +$2M ﹤0.01% 688

Other funds holding EHC

BlackRock
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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Massachusetts Financial Services's EHC Position: Q1 2026 in Review

Massachusetts Financial Services increased its Encompass Health (EHC) stake by 1.5% in Q1 2026, buying an estimated $202K and bringing the position to 138,073 shares worth $15.5M. The position accounts for 0.01% of the portfolio, ranked #681.

Massachusetts Financial Services first reported a position in EHC in Q4 2013 and has held it in 23 quarters since. The position peaked at $179M in Q1 2024. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • Massachusetts Financial Services held 138,073 shares of Encompass Health worth $15.5M as of Q1 2026.
  • Massachusetts Financial Services bought 1,974 Encompass Health shares in Q1 2026, an estimated $202K.
  • Encompass Health made up 0.01% of Massachusetts Financial Services's portfolio in Q1 2026, its #681 holding.
  • Massachusetts Financial Services first reported a position in Encompass Health in Q4 2013 and has held it in 23 quarters since.
  • Massachusetts Financial Services's Encompass Health position peaked at $179M in Q1 2024.
  • 577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.