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Oak Thistle LLC’s Encompass Health EHC Stock Holding History

Oak Thistle LLC’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 		$1.07M Buy
11,061
+5,506
+99% +$565K 0.1% 324
2025
Q4 		$590K Sell
5,555
-3,793
-41% -$440K 0.08% 408
2025
Q3 		$1.19M Sell
9,348
-11,219
-55% -$1.34M 0.18% 231
2025
Q2 		$2.52M Buy
20,567
+8,668
+73% +$990K 0.37% 69
2025
Q1 		$1.21M Sell
11,899
-10,827
-48% -$1.06M 0.24% 155
2024
Q4 		$2.1M Buy
+22,726
New +$2.23M 0.62% 23
2024
Q1 		– Sell
-14,436
Closed -$963K – 363
2023
Q4 		$963K Buy
14,436
+2,319
+19% +$150K 0.28% 136
2023
Q3 		$814K Buy
+12,117
New +$833K 0.24% 167
2022
Q1 		– Sell
-4,298
Closed -$223K – 418
2021
Q4 		$223K Buy
+4,298
New +$222K 0.17% 269

Other funds holding EHC

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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