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Mount Yale Investment Advisors’s Encompass Health EHC Stock Holding History

Mount Yale Investment Advisors’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 		$322K Buy
+3,331
New +$342K 0.01% 866
2025
Q3 		– Sell
-3,357
Closed -$412K – 925
2025
Q2 		$412K Buy
3,357
+526
+19% +$60.1K 0.03% 383
2025
Q1 		$287K Buy
2,831
+10
+0.4% +$976 0.02% 446
2024
Q4 		$261K Buy
2,821
+57
+2% +$5.6K 0.02% 479
2024
Q3 		$267K Buy
2,764
+15
+0.5% +$1.35K 0.03% 473
2024
Q2 		$236K Buy
2,749
+170
+7% +$14.3K 0.02% 491
2024
Q1 		$213K Buy
+2,579
New +$189K 0.02% 507
2023
Q3 		– Sell
-3,452
Closed -$234K – 501
2023
Q2 		$234K Sell
3,452
-717
-17% -$44.9K 0.02% 437
2023
Q1 		$226K Buy
4,169
+644
+18% +$37.5K 0.03% 440
2022
Q4 		$211K Buy
+3,525
New +$192K 0.02% 428
2021
Q2 		– Sell
-5,658
Closed -$369K – 430
2021
Q1 		$369K Buy
5,658
+279
+5% +$18.2K 0.05% 288
2020
Q4 		$354K Buy
5,379
+107
+2% +$6.29K 0.05% 283
2020
Q3 		$273K Buy
+5,272
New +$271K 0.04% 288
2018
Q4 		– Sell
-1,624
Closed -$95K – 446
2018
Q3 		$95K Sell
1,624
-811
-33% -$49.3K 0.02% 458
2018
Q2 		$131K Sell
2,435
-719
-23% -$35.9K 0.02% 385
2018
Q1 		$143K Buy
+3,154
New +$135K 0.03% 349

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's EHC Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Encompass Health (EHC) in Q1 2026: 3,331 shares worth $322K. The stake represents 0.01% of the portfolio and ranks #866 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in EHC as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in EHC in Q1 2018 and has held it in 16 quarters since. The position peaked at $412K in Q2 2025. 578 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • Mount Yale Investment Advisors held 3,331 shares of Encompass Health worth $322K as of Q1 2026.
  • Encompass Health was a new Mount Yale Investment Advisors position in Q1 2026.
  • Encompass Health made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #866 holding.
  • Mount Yale Investment Advisors first reported a position in Encompass Health in Q1 2018 and has held it in 16 quarters since.
  • Mount Yale Investment Advisors's Encompass Health position peaked at $412K in Q2 2025.
  • 578 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.