Needham Investment Management’s Encompass Health EHC Stock Holding History

Needham 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 Q1	$4.35M	Hold	45,000	–	–	0.22%	105
2025 Q4	$4.78M	Hold	45,000	–	–	0.3%	87
2025 Q3	$5.72M	Hold	45,000	–	–	0.4%	70
2025 Q2	$5.52M	Sell	45,000 -5,000	-10%	-$571K	0.44%	58
2025 Q1	$5.06M	Hold	50,000	–	–	0.47%	59
2024 Q4	$4.62M	Hold	50,000	–	–	0.36%	77
2024 Q3	$4.83M	Hold	50,000	–	–	0.37%	76
2024 Q2	$4.29M	Hold	50,000	–	–	0.35%	79
2024 Q1	$4.13M	Hold	50,000	–	–	0.38%	75
2023 Q4	$3.34M	Hold	50,000	–	–	0.42%	66
2023 Q3	$3.36M	Sell	50,000 -20,000	-29%	-$1.38M	0.57%	52
2023 Q2	$4.74M	Hold	70,000	–	–	0.78%	35
2023 Q1	$3.79M	Hold	70,000	–	–	0.65%	48
2022 Q4	$4.19M	Hold	70,000	–	–	0.76%	44
2022 Q3	$3.17M	Sell	70,000 -17,990	-20%	-$900K	0.62%	51
2022 Q2	$3.92M	Hold	87,990	–	–	0.73%	46
2022 Q1	$4.98M	Hold	87,990	–	–	0.72%	49
2021 Q4	$4.57M	Hold	87,990	–	–	0.57%	60
2021 Q3	$5.25M	Hold	87,990	–	–	0.7%	50
2021 Q2	$5.46M	Hold	87,990	–	–	0.8%	44
2021 Q1	$5.73M	Hold	87,990	–	–	0.78%	51
2020 Q4	$5.79M	Hold	87,990	–	–	0.97%	40
2020 Q3	$4.55M	Hold	87,990	–	–	0.91%	38
2020 Q2	$4.33M	Hold	87,990	–	–	0.93%	42
2020 Q1	$4.48M	Hold	87,990	–	–	1.27%	27
2019 Q4	$4.85M	Hold	87,990	–	–	1.32%	26
2019 Q3	$4.43M	Hold	87,990	–	–	1.42%	28
2019 Q2	$4.43M	Hold	87,990	–	–	1.46%	28
2019 Q1	$4.09M	Hold	87,990	–	–	1.39%	27
2018 Q4	$4.32M	Hold	87,990	–	–	1.62%	24
2018 Q3	$5.46M	Hold	87,990	–	–	1.64%	23
2018 Q2	$4.74M	Hold	87,990	–	–	1.33%	26
2018 Q1	$4M	Hold	87,990	–	–	1.14%	30
2017 Q4	$3.46M	Hold	87,990	–	–	0.92%	37
2017 Q3	$3.25M	Hold	87,990	–	–	0.82%	41
2017 Q2	$3.39M	Hold	87,990	–	–	0.9%	39
2017 Q1	$3M	Hold	87,990	–	–	0.77%	42
2016 Q4	$2.89M	Hold	87,990	–	–	0.74%	39
2016 Q3	$2.84M	Hold	87,990	–	–	0.75%	42
2016 Q2	$2.72M	Hold	87,990	–	–	0.75%	41
2016 Q1	$2.63M	Hold	87,990	–	–	0.69%	41
2015 Q4	$2.44M	Hold	87,990	–	–	0.61%	42
2015 Q3	$2.69M	Hold	87,990	–	–	0.67%	41
2015 Q2	$3.22M	Hold	87,990	–	–	0.7%	42
2015 Q1	$3.1M	Hold	87,990	–	–	0.66%	42
2014 Q4	$2.69M	Hold	87,990	–	–	0.57%	44
2014 Q3	$2.58M	Hold	87,990	–	–	0.57%	44
2014 Q2	$2.51M	Hold	87,990	–	–	0.52%	48
2014 Q1	$2.52M	Hold	87,990	–	–	0.53%	49
2013 Q4	$2.33M	Hold	87,990	–	–	0.48%	52
2013 Q3	$2.41M	Hold	87,990	–	–	0.54%	46
2013 Q2	$2.02M	Buy	+87,990	New	+$1.99M	0.47%	54

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

Needham Investment Management's EHC Position: Q1 2026 in Review

Needham Investment Management held its Encompass Health (EHC) position steady in Q1 2026 at 45,000 shares worth $4.35M. The position accounts for 0.22% of the portfolio, ranked #105.

Needham Investment Management first reported a position in EHC in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.79M in Q4 2020. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

Needham Investment Management held 45,000 shares of Encompass Health worth $4.35M as of Q1 2026.
Needham Investment Management left its Encompass Health share count unchanged in Q1 2026.
Encompass Health made up 0.22% of Needham Investment Management's portfolio in Q1 2026, its #105 holding.
Needham Investment Management first reported a position in Encompass Health in Q2 2013 and has held it in 52 quarters since.
Needham Investment Management's Encompass Health position peaked at $5.79M in Q4 2020.
577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.