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Mowery & Schoenfeld Wealth Management’s Encompass Health EHC Stock Holding History

Mowery & Schoenfeld 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
Q2 		$135K Sell
1,340
-290
-18% -$30K 0.18% 81
2026
Q1 		$158K Hold
1,630
– – 0.24% 65
2025
Q4 		$173K Hold
1,630
– – 0.25% 64
2025
Q3 		$207K Buy
1,630
+770
+90% +$91.7K 0.36% 50
2025
Q2 		$105K Hold
860
– – 0.16% 75
2025
Q1 		$87.1K Buy
+860
New +$84K 0.17% 89

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's EHC Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Encompass Health (EHC) stake by 18% in Q2 2026, selling an estimated $30K and leaving 1,340 shares worth $135K. The position accounts for 0.18% of the portfolio, ranked #81.

Mowery & Schoenfeld Wealth Management first reported a position in EHC in Q1 2025 and has held it in 6 quarters since. The position peaked at $207K in Q3 2025. 306 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 1,340 shares of Encompass Health worth $135K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management sold 290 Encompass Health shares in Q2 2026, an estimated $30K.
  • Encompass Health made up 0.18% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Encompass Health in Q1 2025 and has held it in 6 quarters since.
  • Mowery & Schoenfeld Wealth Management's Encompass Health position peaked at $207K in Q3 2025.
  • 306 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.