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NewSquare Capital’s Encompass Health EHC Stock Holding History

NewSquare Capital’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
2025
Q3 		– Sell
-79
Closed -$9.69K – 483
2025
Q2 		$9.69K Buy
79
+73
+1,217% +$8.34K ﹤0.01% 655
2025
Q1 		$608 Buy
+6
New +$586 ﹤0.01% 997

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewSquare Capital's EHC Position: Q3 2025 in Review

NewSquare Capital sold out of Encompass Health (EHC) in Q3 2025, closing a stake of 79 shares — an estimated $9.69K sold.

NewSquare Capital first reported a position in EHC in Q1 2025 and held it in 2 quarters. The position peaked at $9.69K in Q2 2025. 604 funds tracked by Wall St. Rank hold EHC as of Q3 2025.

  • NewSquare Capital reported no remaining Encompass Health position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 79 Encompass Health shares in Q3 2025, an estimated $9.69K.
  • NewSquare Capital first reported a position in Encompass Health in Q1 2025 and held it in 2 quarters.
  • NewSquare Capital's Encompass Health position peaked at $9.69K in Q2 2025.
  • 604 funds tracked by Wall St. Rank held Encompass Health as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.