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Spire Wealth Management’s Encompass Health EHC Stock Holding History

Spire Wealth 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
2025
Q4 		– Sell
-16
Closed -$2.03K – 2354
2025
Q3 		$2.03K Buy
16
+10
+167% +$1.19K ﹤0.01% 2164
2025
Q2 		$747 Buy
+6
New +$685 ﹤0.01% 2326
2024
Q2 		– Sell
-601
Closed -$49.6K – 2257
2024
Q1 		$49.6K Hold
601
– – ﹤0.01% 1218
2023
Q4 		$42.4K Buy
601
+2
+0.3% +$130 ﹤0.01% 1265
2023
Q3 		$40.3K Hold
599
– – ﹤0.01% 1241
2023
Q2 		$40.5K Buy
599
+1
+0.2% +$63 ﹤0.01% 1288
2023
Q1 		$32.3K Sell
598
-6
-1% -$349 ﹤0.01% 1402
2022
Q4 		$36K Buy
604
+8
+1% +$435 ﹤0.01% 1105
2022
Q3 		$27K Sell
596
-317
-35% -$15.9K ﹤0.01% 1203
2022
Q2 		$41K Sell
913
-163
-15% -$8.36K ﹤0.01% 1372
2022
Q1 		$61K Sell
1,076
-250
-19% -$13.1K ﹤0.01% 1367
2021
Q4 		$69K Sell
1,326
-11
-0.8% -$567 ﹤0.01% 1568
2021
Q3 		$80K Buy
1,337
+3
+0.2% +$189 ﹤0.01% 1274
2021
Q2 		$83K Sell
1,334
-27
-2% -$1.8K ﹤0.01% 1260
2021
Q1 		$89K Buy
+1,361
New +$88.8K ﹤0.01% 1445

Other funds holding EHC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return