Rhenman & Partners Asset Management’s Encompass Health EHC Stock Holding History

Rhenman & Partners Asset Management’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	$5.44M	Sell	56,263 -90,000	-62%	-$9.23M	0.67%	54
2025 Q4	$15.5M	Buy	146,263 +26,863	+22%	+$3.11M	1.45%	28
2025 Q3	$15.2M	Sell	119,400 -17,000	-12%	-$2.02M	1.68%	22
2025 Q2	$16.7M	Buy	136,400 +99,000	+265%	+$11.3M	2.11%	16
2025 Q1	$3.79M	Sell	37,400 -18,600	-33%	-$1.82M	0.44%	53
2024 Q4	$5.17M	Sell	56,000 -5,000	-8%	-$491K	0.53%	56
2024 Q3	$5.9M	Buy	61,000 +1,000	+2%	+$89.9K	0.48%	62
2024 Q2	$5.15M	Buy	60,000 +31,000	+107%	+$2.6M	0.49%	54
2024 Q1	$2.39M	Buy	+29,000	New	+$2.12M	0.23%	71

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

Rhenman & Partners Asset Management's EHC Position: Q1 2026 in Review

Rhenman & Partners Asset Management reduced its Encompass Health (EHC) stake by 62% in Q1 2026, selling an estimated $9.23M and leaving 56,263 shares worth $5.44M. The position accounts for 0.67% of the portfolio, ranked #54.

Rhenman & Partners Asset Management first reported a position in EHC in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.7M in Q2 2025. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

Rhenman & Partners Asset Management held 56,263 shares of Encompass Health worth $5.44M as of Q1 2026.
Rhenman & Partners Asset Management sold 90,000 Encompass Health shares in Q1 2026, an estimated $9.23M.
Encompass Health made up 0.67% of Rhenman & Partners Asset Management's portfolio in Q1 2026, its #54 holding.
Rhenman & Partners Asset Management first reported a position in Encompass Health in Q1 2024 and has held it in 9 quarters since.
Rhenman & Partners Asset Management's Encompass Health position peaked at $16.7M in Q2 2025.
577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Rhenman & Partners Asset Management's 13F filing for Q1 2026, filed 14 May 2026.