Shelton Capital Management’s Encompass Health EHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $325K | Hold |
3,360
| – | – | 0.01% | 482 |
|
|
2025
Q4 | $357K | Sell |
3,360
-249
| -7% | -$28.9K | 0.01% | 446 |
|
|
2025
Q3 | $458K | Hold |
3,609
| – | – | 0.01% | 375 |
|
|
2025
Q2 | $443K | Sell |
3,609
-88
| -2% | -$10.1K | 0.01% | 367 |
|
|
2025
Q1 | $374K | Sell |
3,697
-100
| -3% | -$9.76K | 0.01% | 399 |
|
|
2024
Q4 | $351K | Sell |
3,797
-229
| -6% | -$22.5K | 0.01% | 444 |
|
|
2024
Q3 | $389K | Hold |
4,026
| – | – | 0.01% | 409 |
|
|
2024
Q2 | $345K | Sell |
4,026
-355
| -8% | -$29.8K | 0.01% | 430 |
|
|
2024
Q1 | $362K | Hold |
4,381
| – | – | 0.01% | 453 |
|
|
2023
Q4 | $292K | Sell |
4,381
-265
| -6% | -$17.2K | 0.01% | 518 |
|
|
2023
Q3 | $312K | Sell |
4,646
-273
| -6% | -$18.8K | 0.01% | 454 |
|
|
2023
Q2 | $333K | Sell |
4,919
-145
| -3% | -$9.09K | 0.01% | 443 |
|
|
2023
Q1 | $274K | Hold |
5,064
| – | – | 0.01% | 521 |
|
|
2022
Q4 | $303K | Sell |
5,064
-209
| -4% | -$11.4K | 0.03% | 423 |
|
|
2022
Q3 | $238K | Sell |
5,273
-1,355
| -20% | -$67.8K | 0.01% | 549 |
|
|
2022
Q2 | $296K | Hold |
6,628
| – | – | 0.01% | 479 |
|
|
2022
Q1 | $375K | Hold |
6,628
| – | – | 0.01% | 458 |
|
|
2021
Q4 | $344K | Sell |
6,628
-298
| -4% | -$15.4K | 0.01% | 500 |
|
|
2021
Q3 | $413K | Hold |
6,926
| – | – | 0.02% | 418 |
|
|
2021
Q2 | $430K | Hold |
6,926
| – | – | 0.02% | 418 |
|
|
2021
Q1 | $451K | Sell |
6,926
-295
| -4% | -$19.2K | 0.02% | 411 |
|
|
2020
Q4 | $475K | Hold |
7,221
| – | – | 0.02% | 358 |
|
|
2020
Q3 | $373K | Hold |
7,221
| – | – | 0.02% | 485 |
|
|
2020
Q2 | $356K | Buy |
+7,221
| New | +$390K | 0.02% | 393 |
|
|
2020
Q1 | – | Sell |
-7,933
| Closed | -$437K | – | 704 |
|
|
2019
Q4 | $437K | Sell |
7,933
-346
| -4% | -$18.8K | 0.02% | 395 |
|
|
2019
Q3 | $417K | Sell |
8,279
-303
| -4% | -$15.2K | 0.02% | 400 |
|
|
2019
Q2 | $433K | Buy |
8,582
+8,080
| +1,610% | +$392K | 0.02% | 391 |
|
|
2019
Q1 | $6.83K | Sell |
502
-8,080
| -94% | -$409K | 0.03% | 504 |
|
|
2018
Q4 | $421K | Hold |
8,582
| – | – | 0.03% | 355 |
|
|
2018
Q3 | $532K | Hold |
8,582
| – | – | 0.03% | 348 |
|
|
2018
Q2 | $462K | Hold |
8,582
| – | – | 0.03% | 375 |
|
|
2018
Q1 | $390K | Hold |
8,582
| – | – | 0.03% | 438 |
|
|
2017
Q4 | $337K | Hold |
8,582
| – | – | 0.02% | 523 |
|
|
2017
Q3 | $316K | Hold |
8,582
| – | – | 0.02% | 539 |
|
|
2017
Q2 | $330K | Hold |
8,582
| – | – | 0.02% | 522 |
|
|
2017
Q1 | $292K | Buy |
+8,582
| New | +$282K | 0.02% | 582 |
|
|
2014
Q2 | – | Sell |
-93,018
| Closed | -$2.66M | – | 800 |
|
|
2014
Q1 | $2.66M | Hold |
93,018
| – | – | 0.39% | 57 |
|
|
2013
Q4 | $2.47M | Hold |
93,018
| – | – | 0.37% | 56 |
|
|
2013
Q3 | $2.55M | Hold |
93,018
| – | – | 0.43% | 50 |
|
|
2013
Q2 | $2.13M | Buy |
+93,018
| New | +$2.1M | 0.39% | 60 |
|
Other funds holding EHC
VPM
VCM
Shelton Capital Management's EHC Position: Q1 2026 in Review
Shelton Capital Management held its Encompass Health (EHC) position steady in Q1 2026 at 3,360 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #482.
Shelton Capital Management first reported a position in EHC in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.66M in Q1 2014. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.
- Shelton Capital Management held 3,360 shares of Encompass Health worth $325K as of Q1 2026.
- Shelton Capital Management left its Encompass Health share count unchanged in Q1 2026.
- Encompass Health made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #482 holding.
- Shelton Capital Management first reported a position in Encompass Health in Q2 2013 and has held it in 40 quarters since.
- Shelton Capital Management's Encompass Health position peaked at $2.66M in Q1 2014.
- 577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.