Merit Financial Group’s Encompass Health EHC Stock Holding History

Merit Financial Group’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	$1.26M	Buy	10,350 +71	+0.7%	+$8.36K	0.01%	1021
2026 Q2	$1.04M	Buy	10,279 +786	+8%	+$81.4K	0.01%	1059
2026 Q1	$918K	Sell	9,493 -429	-4%	-$44K	0.01%	1023
2025 Q4	$1.05M	Sell	9,922 -1,066	-10%	-$124K	0.01%	931
2025 Q3	$1.4M	Buy	10,988 +6,246	+132%	+$744K	0.01%	706
2025 Q2	$582K	Buy	4,742 +522	+12%	+$59.6K	0.01%	1031
2025 Q1	$427K	Buy	4,220 +166	+4%	+$16.2K	0.01%	1003
2024 Q4	$374K	Buy	+4,054	New	+$398K	0.01%	832

Other funds holding EHC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Merit Financial Group's EHC Position: Q3 2026 in Review

Merit Financial Group increased its Encompass Health (EHC) stake by 0.69% in Q3 2026, buying an estimated $8.36K and bringing the position to 10,350 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #1021.

Merit Financial Group first reported a position in EHC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.4M in Q3 2025. 434 funds tracked by Wall St. Rank hold EHC as of Q3 2026.

Merit Financial Group held 10,350 shares of Encompass Health worth $1.26M as of Q3 2026.
Merit Financial Group bought 71 Encompass Health shares in Q3 2026, an estimated $8.36K.
Encompass Health made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #1021 holding.
Merit Financial Group first reported a position in Encompass Health in Q4 2024 and has held it in 8 quarters since.
Merit Financial Group's Encompass Health position peaked at $1.4M in Q3 2025.
434 funds tracked by Wall St. Rank held Encompass Health as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.