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Root Financial Partners’s Encompass Health EHC Stock Holding History

Root Financial Partners’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 		– Sell
-319
Closed -$30.9K – 1219
2026
Q1 		$30.9K Buy
319
+3
+0.9% +$308 ﹤0.01% 1104
2025
Q4 		$33.5K Buy
316
+9
+3% +$1.04K ﹤0.01% 889
2025
Q3 		$39K Buy
+307
New +$36.5K ﹤0.01% 769

Other funds holding EHC

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Root Financial Partners's EHC Position: Q2 2026 in Review

Root Financial Partners sold out of Encompass Health (EHC) in Q2 2026, closing a stake of 319 shares — an estimated $30.9K sold.

Root Financial Partners first reported a position in EHC in Q3 2025 and held it in 3 quarters. The position peaked at $39K in Q3 2025. 156 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Root Financial Partners reported no remaining Encompass Health position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 319 Encompass Health shares in Q2 2026, an estimated $30.9K.
  • Root Financial Partners first reported a position in Encompass Health in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Encompass Health position peaked at $39K in Q3 2025.
  • 156 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.