Root Financial Partners
EHC icon

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
Q3 		$51.9K Buy
+427
New +$50.3K ﹤0.01% 1065
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

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Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Root Financial Partners's EHC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Encompass Health (EHC) in Q3 2026: 427 shares worth $51.9K. The stake represents ﹤0.01% of the portfolio and ranks #1065 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EHC as recently as Q1 2026.

Root Financial Partners first reported a position in EHC in Q3 2025 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold EHC as of Q3 2026.

  • Root Financial Partners held 427 shares of Encompass Health worth $51.9K as of Q3 2026.
  • Encompass Health was a new Root Financial Partners position in Q3 2026.
  • Encompass Health made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1065 holding.
  • Root Financial Partners first reported a position in Encompass Health in Q3 2025 and has held it in 4 quarters since.
  • 218 funds tracked by Wall St. Rank held Encompass Health as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.