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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
Q2 		$24.8K Sell
245
-11
-4% -$1.14K ﹤0.01% 1687
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
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 40.89% 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

Pinnacle Wealth Planning Services's EHC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Encompass Health (EHC) stake by 4.3% in Q2 2026, selling an estimated $1.14K and leaving 245 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Pinnacle Wealth Planning Services first reported a position in EHC in Q4 2020 and has held it in 10 quarters since. The position peaked at $292K in Q3 2025. 599 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 245 shares of Encompass Health worth $24.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 11 Encompass Health shares in Q2 2026, an estimated $1.14K.
  • Encompass Health made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1687 holding.
  • Pinnacle Wealth Planning Services first reported a position in Encompass Health in Q4 2020 and has held it in 10 quarters since.
  • Pinnacle Wealth Planning Services's Encompass Health position peaked at $292K in Q3 2025.
  • 599 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.