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Morningstar Investment Management’s Encompass Health EHC Stock Holding History

Morningstar Investment 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
Q2 		$827K Hold
8,547
– – 0.05% 219
2026
Q1 		$827K Buy
8,547
+1,846
+28% +$189K 0.05% 217
2025
Q4 		$711K Sell
6,701
-6
-0.1% -$695 0.04% 247
2025
Q3 		$852K Buy
6,707
+4,934
+278% +$587K 0.03% 372
2025
Q2 		$217K Buy
+1,773
New +$203K 0.02% 198
2025
Q1 		– Sell
-2,284
Closed -$211K – 121
2024
Q4 		$211K Hold
2,284
– – 0.02% 202
2024
Q3 		$220K Sell
2,284
-61
-3% -$5.48K 0.02% 197
2024
Q2 		$201K Buy
+2,345
New +$197K 0.02% 194

Other funds holding EHC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Morningstar Investment Management's EHC Position: Q2 2026 in Review

Morningstar Investment Management held its Encompass Health (EHC) position steady in Q2 2026 at 8,547 shares worth $827K. The position accounts for 0.05% of the portfolio, ranked #219.

Morningstar Investment Management first reported a position in EHC in Q2 2024 and has held it in 8 quarters since. The position peaked at $852K in Q3 2025. 168 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Morningstar Investment Management held 8,547 shares of Encompass Health worth $827K as of Q2 2026.
  • Morningstar Investment Management left its Encompass Health share count unchanged in Q2 2026.
  • Encompass Health made up 0.05% of Morningstar Investment Management's portfolio in Q2 2026, its #219 holding.
  • Morningstar Investment Management first reported a position in Encompass Health in Q2 2024 and has held it in 8 quarters since.
  • Morningstar Investment Management's Encompass Health position peaked at $852K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.