OPS
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Orion Portfolio Solutions’s Encompass Health EHC Stock Holding History

Orion Portfolio Solutions’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
Q1 		$2.53M Buy
25,005
+3,714
+17% +$363K 0.02% 595
2024
Q4 		$1.97M Sell
21,291
-538
-2% -$52.8K 0.02% 711
2024
Q3 		$2.11M Sell
21,829
-549
-2% -$49.3K 0.02% 663
2024
Q2 		$1.92M Sell
22,378
-246
-1% -$20.6K 0.02% 655
2024
Q1 		$1.87M Sell
22,624
-1,317
-6% -$96.5K 0.02% 683
2023
Q4 		$1.63M Sell
23,941
-7,223
-23% -$468K 0.02% 731
2023
Q3 		$2.09M Sell
31,164
-1,179
-4% -$81.1K 0.03% 596
2023
Q2 		$2.19M Sell
32,343
-1,084
-3% -$67.9K 0.02% 616
2023
Q1 		$1.81M Buy
+33,427
New +$1.95M 0.02% 637
2020
Q3 		– Sell
-167
Closed -$8K – 874
2020
Q2 		$8K Buy
167
+76
+84% +$4.1K ﹤0.01% 1281
2020
Q1 		$5K Sell
91
-55
-38% -$3.17K ﹤0.01% 1283
2019
Q4 		$8K Buy
+146
New +$7.92K ﹤0.01% 1080

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Orion Portfolio Solutions's EHC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Encompass Health (EHC) stake by 17% in Q1 2025, buying an estimated $363K and bringing the position to 25,005 shares worth $2.53M. The position accounts for 0.02% of the portfolio, ranked #595.

Orion Portfolio Solutions first reported a position in EHC in Q4 2019 and has held it in 12 quarters since. 537 funds tracked by Wall St. Rank hold EHC as of Q1 2025.

  • Orion Portfolio Solutions held 25,005 shares of Encompass Health worth $2.53M as of Q1 2025.
  • Orion Portfolio Solutions bought 3,714 Encompass Health shares in Q1 2025, an estimated $363K.
  • Encompass Health made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #595 holding.
  • Orion Portfolio Solutions first reported a position in Encompass Health in Q4 2019 and has held it in 12 quarters since.
  • 537 funds tracked by Wall St. Rank held Encompass Health as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.