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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
Q2 		– Sell
-11,061
Closed -$1.07M – 521
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 $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 40.91% 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

Oak Thistle LLC's EHC Position: Q2 2026 in Review

Oak Thistle LLC sold out of Encompass Health (EHC) in Q2 2026, closing a stake of 11,061 shares — an estimated $1.07M sold.

Oak Thistle LLC first reported a position in EHC in Q4 2021 and held it in 9 quarters. The position peaked at $2.52M in Q2 2025. 597 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Oak Thistle LLC reported no remaining Encompass Health position as of Q2 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 11,061 Encompass Health shares in Q2 2026, an estimated $1.07M.
  • Oak Thistle LLC first reported a position in Encompass Health in Q4 2021 and held it in 9 quarters.
  • Oak Thistle LLC's Encompass Health position peaked at $2.52M in Q2 2025.
  • 597 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.