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Optima Capital’s Encompass Health EHC Stock Holding History

Optima 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
2026
Q1 		– Sell
-12
Closed -$1.27K – 497
2025
Q4 		$1.27K Buy
+12
New +$1.39K ﹤0.01% 884

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Optima Capital's EHC Position: Q1 2026 in Review

Optima Capital sold out of Encompass Health (EHC) in Q1 2026, closing a stake of 12 shares — an estimated $1.27K sold.

Optima Capital first reported a position in EHC in Q4 2025 and held it in 1 quarter. The position peaked at $1.27K in Q4 2025. 580 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • Optima Capital reported no remaining Encompass Health position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 12 Encompass Health shares in Q1 2026, an estimated $1.27K.
  • Optima Capital first reported a position in Encompass Health in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Encompass Health position peaked at $1.27K in Q4 2025.
  • 580 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.