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Moran Wealth Management’s Encompass Health EHC Stock Holding History

Moran Wealth 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
Q1 		– Sell
-38,111
Closed -$4.05M – 504
2025
Q4 		$4.05M Buy
38,111
+72
+0.2% +$8.35K 0.12% 219
2025
Q3 		$4.83M Sell
38,039
-967
-2% -$115K 0.15% 183
2025
Q2 		$4.78M Buy
+39,006
New +$4.46M 0.15% 186

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

Moran Wealth Management's EHC Position: Q1 2026 in Review

Moran Wealth Management sold out of Encompass Health (EHC) in Q1 2026, closing a stake of 38,111 shares — an estimated $4.05M sold.

Moran Wealth Management first reported a position in EHC in Q2 2025 and held it in 3 quarters. The position peaked at $4.83M in Q3 2025. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • Moran Wealth Management reported no remaining Encompass Health position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 38,111 Encompass Health shares in Q1 2026, an estimated $4.05M.
  • Moran Wealth Management first reported a position in Encompass Health in Q2 2025 and held it in 3 quarters.
  • Moran Wealth Management's Encompass Health position peaked at $4.83M in Q3 2025.
  • 577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.