Pinnacle Wealth Planning Services’s Encompass Health EHC Stock Holding History

Pinnacle Wealth Planning Services’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	$24.8K	Sell	256 -612	-71%	-$62.8K	﹤0.01%	1579
2025 Q4	$92.1K	Sell	868 -1,432	-62%	-$166K	0.01%	830
2025 Q3	$292K	Sell	2,300 -54	-2%	-$6.43K	0.03%	326
2025 Q2	$289K	Sell	2,354 -243	-9%	-$27.8K	0.04%	308
2025 Q1	$263K	Buy	2,597 +99	+4%	+$9.67K	0.04%	291
2024 Q4	$231K	Buy	2,498 +23	+0.9%	+$2.26K	0.03%	325
2024 Q3	$239K	Buy	2,475 +54	+2%	+$4.85K	0.03%	383
2024 Q2	$208K	Buy	+2,421	New	+$203K	0.03%	417
2021 Q1	–	Sell	-176	Closed	-$12K	–	820
2020 Q4	$12K	Buy	+176	New	+$10.4K	﹤0.01%	1329

Other funds holding EHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's EHC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Encompass Health (EHC) stake by 71% in Q1 2026, selling an estimated $62.8K and leaving 256 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Pinnacle Wealth Planning Services first reported a position in EHC in Q4 2020 and has held it in 9 quarters since. The position peaked at $292K in Q3 2025. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

Pinnacle Wealth Planning Services held 256 shares of Encompass Health worth $24.8K as of Q1 2026.
Pinnacle Wealth Planning Services sold 612 Encompass Health shares in Q1 2026, an estimated $62.8K.
Encompass Health made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1579 holding.
Pinnacle Wealth Planning Services first reported a position in Encompass Health in Q4 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Encompass Health position peaked at $292K in Q3 2025.
577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.