Montag & Associates’s Encompass Health EHC Stock Holding History

Montag & Associates’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	$264K	Buy	2,732 +4	+0.1%	+$410	0.01%	383
2025 Q4	$290K	Sell	2,728 -810	-23%	-$93.9K	0.01%	364
2025 Q3	$449K	Buy	3,538 +24	+0.7%	+$2.86K	0.02%	318
2025 Q2	$431K	Hold	3,514	–	–	0.02%	322
2025 Q1	$356K	Hold	3,514	–	–	0.02%	341
2024 Q4	$325K	Hold	3,514	–	–	0.02%	366
2024 Q3	$340K	Buy	3,514 +1	+0%	+$90	0.02%	367
2024 Q2	$301K	Buy	3,513 +2	+0.1%	+$168	0.02%	366
2024 Q1	$290K	Buy	3,511 +11	+0.3%	+$806	0.01%	369
2023 Q4	$234K	Hold	3,500	–	–	0.01%	381
2023 Q3	$236K	Hold	3,500	–	–	0.01%	365
2023 Q2	$238K	Hold	3,500	–	–	0.01%	375
2023 Q1	$190K	Hold	3,500	–	–	0.01%	389
2022 Q4	$210K	Hold	3,500	–	–	0.01%	358
2022 Q3	$159K	Buy	3,500 +986	+39%	+$49.3K	0.01%	384
2022 Q2	$112K	Hold	2,514	–	–	0.01%	423
2022 Q1	$142K	Hold	2,514	–	–	0.01%	426
2021 Q4	$131K	Hold	2,514	–	–	0.01%	437
2021 Q3	$150K	Hold	2,514	–	–	0.01%	422
2021 Q2	$156K	Hold	2,514	–	–	0.01%	416
2021 Q1	$164K	Hold	2,514	–	–	0.01%	413
2020 Q4	$165K	Buy	+2,514	New	+$148K	0.01%	385

Other funds holding EHC

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Montag & Associates's EHC Position: Q1 2026 in Review

Montag & Associates increased its Encompass Health (EHC) stake by 0.15% in Q1 2026, buying an estimated $410 and bringing the position to 2,732 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #383.

Montag & Associates first reported a position in EHC in Q4 2020 and has held it in 22 quarters since. The position peaked at $449K in Q3 2025. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

Montag & Associates held 2,732 shares of Encompass Health worth $264K as of Q1 2026.
Montag & Associates bought 4 Encompass Health shares in Q1 2026, an estimated $410.
Encompass Health made up 0.01% of Montag & Associates's portfolio in Q1 2026, its #383 holding.
Montag & Associates first reported a position in Encompass Health in Q4 2020 and has held it in 22 quarters since.
Montag & Associates's Encompass Health position peaked at $449K in Q3 2025.
577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.