NW
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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
Q2 		$517K Buy
5,113
+681
+15% +$70.5K 0.01% 848
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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

NewEdge Wealth's EHC Position: Q2 2026 in Review

NewEdge Wealth increased its Encompass Health (EHC) stake by 15% in Q2 2026, buying an estimated $70.5K and bringing the position to 5,113 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #848.

NewEdge Wealth first reported a position in EHC in Q4 2021 and has held it in 7 quarters since. 599 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • NewEdge Wealth held 5,113 shares of Encompass Health worth $517K as of Q2 2026.
  • NewEdge Wealth bought 681 Encompass Health shares in Q2 2026, an estimated $70.5K.
  • Encompass Health made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #848 holding.
  • NewEdge Wealth first reported a position in Encompass Health in Q4 2021 and has held it in 7 quarters since.
  • 599 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.