NW
EHC icon

NewEdge Wealth’s Encompass Health EHC Stock Holding History

NewEdge Wealth’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 		$429K Buy
4,432
+651
+17% +$66.8K 0.01% 862
2025
Q4 		$401K Buy
3,781
+393
+12% +$45.6K ﹤0.01% 918
2025
Q3 		$391K Sell
3,388
-77
-2% -$9.17K 0.01% 812
2025
Q2 		$404K Buy
3,465
+1,167
+51% +$133K 0.01% 759
2025
Q1 		$233K Buy
+2,298
New +$224K ﹤0.01% 847
2022
Q1 		– Sell
-9,930
Closed -$516K – 420
2021
Q4 		$516K Buy
+9,930
New +$512K 0.02% 289

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

NewEdge Wealth's EHC Position: Q1 2026 in Review

NewEdge Wealth increased its Encompass Health (EHC) stake by 17% in Q1 2026, buying an estimated $66.8K and bringing the position to 4,432 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #862.

NewEdge Wealth first reported a position in EHC in Q4 2021 and has held it in 6 quarters since. The position peaked at $516K in Q4 2021. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • NewEdge Wealth held 4,432 shares of Encompass Health worth $429K as of Q1 2026.
  • NewEdge Wealth bought 651 Encompass Health shares in Q1 2026, an estimated $66.8K.
  • Encompass Health made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #862 holding.
  • NewEdge Wealth first reported a position in Encompass Health in Q4 2021 and has held it in 6 quarters since.
  • NewEdge Wealth's Encompass Health position peaked at $516K in Q4 2021.
  • 577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.