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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Spire Wealth Management's EHC Position: Q4 2025 in Review

Spire Wealth Management sold out of Encompass Health (EHC) in Q4 2025, closing a stake of 16 shares — an estimated $2.03K sold.

Spire Wealth Management first reported a position in EHC in Q1 2021 and held it in 15 quarters. The position peaked at $89K in Q1 2021. 594 funds tracked by Wall St. Rank hold EHC as of Q4 2025.

  • Spire Wealth Management reported no remaining Encompass Health position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 16 Encompass Health shares in Q4 2025, an estimated $2.03K.
  • Spire Wealth Management first reported a position in Encompass Health in Q1 2021 and held it in 15 quarters.
  • Spire Wealth Management's Encompass Health position peaked at $89K in Q1 2021.
  • 594 funds tracked by Wall St. Rank held Encompass Health as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.