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Oakworth Capital’s Encompass Health EHC Stock Holding History

Oakworth 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
Q2 		– Sell
-461
Closed -$46.7K – 663
2025
Q1 		$46.7K Hold
461
– – ﹤0.01% 363
2024
Q4 		$42.6K Hold
461
– – ﹤0.01% 373
2024
Q3 		$44.6K Hold
461
– – ﹤0.01% 361
2024
Q2 		$39.5K Buy
+461
New +$38.7K ﹤0.01% 369
2022
Q3 		– Sell
-419
Closed -$19K – 560
2022
Q2 		$19K Buy
+419
New +$21.5K ﹤0.01% 383
2020
Q4 		– Sell
-258
Closed -$13K – 579
2020
Q3 		$13K Buy
+258
New +$13.2K ﹤0.01% 403
2018
Q3 		– Sell
-38
Closed -$2K – 612
2018
Q2 		$2K Hold
38
– – ﹤0.01% 584
2018
Q1 		$2K Hold
38
– – ﹤0.01% 558
2017
Q4 		$1K Hold
38
– – ﹤0.01% 590
2017
Q3 		$1K Buy
+38
New +$1.35K ﹤0.01% 604

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Oakworth Capital's EHC Position: Q2 2025 in Review

Oakworth Capital sold out of Encompass Health (EHC) in Q2 2025, closing a stake of 461 shares — an estimated $46.7K sold.

Oakworth Capital first reported a position in EHC in Q3 2017 and held it in 10 quarters. The position peaked at $46.7K in Q1 2025. 606 funds tracked by Wall St. Rank hold EHC as of Q2 2025.

  • Oakworth Capital reported no remaining Encompass Health position as of Q2 2025 after selling out during the quarter.
  • Oakworth Capital sold 461 Encompass Health shares in Q2 2025, an estimated $46.7K.
  • Oakworth Capital first reported a position in Encompass Health in Q3 2017 and held it in 10 quarters.
  • Oakworth Capital's Encompass Health position peaked at $46.7K in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Encompass Health as of Q2 2025.

Based on Oakworth Capital's 13F filing for Q2 2025, filed 17 Jul 2025.