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Retirement Wealth Solutions’s Encompass Health EHC Stock Holding History

Retirement Wealth 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
2026
Q3 		$27.1K Hold
223
– – 0.01% 149
2026
Q2 		$22.5K Hold
223
– – 0.01% 147
2026
Q1 		$21.5K Sell
223
-22
-9% -$2.26K 0.01% 133
2025
Q4 		$26.1K Hold
245
– – 0.02% 137
2025
Q3 		$31.2K Hold
245
– – 0.02% 123
2025
Q2 		$30.1K Sell
245
-21
-8% -$2.4K 0.02% 121
2025
Q1 		$27K Hold
266
– – 0.02% 109
2024
Q4 		$24.2K Buy
+266
New +$26.1K 0.02% 127

Other funds holding EHC

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Retirement Wealth Solutions's EHC Position: Q3 2026 in Review

Retirement Wealth Solutions held its Encompass Health (EHC) position steady in Q3 2026 at 223 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #149.

Retirement Wealth Solutions first reported a position in EHC in Q4 2024 and has held it in 8 quarters since. The position peaked at $31.2K in Q3 2025. 25 funds tracked by Wall St. Rank hold EHC as of Q3 2026.

  • Retirement Wealth Solutions held 223 shares of Encompass Health worth $27.1K as of Q3 2026.
  • Retirement Wealth Solutions left its Encompass Health share count unchanged in Q3 2026.
  • Encompass Health made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #149 holding.
  • Retirement Wealth Solutions first reported a position in Encompass Health in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Encompass Health position peaked at $31.2K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held Encompass Health as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.