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Stonegate Investment Group’s Encompass Health EHC Stock Holding History

Stonegate Investment Group’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
Q3 		$337K Hold
2,650
– – 0.01% 301
2025
Q2 		$325K Buy
2,650
+1
+0% +$114 0.01% 292
2025
Q1 		$268K Sell
2,649
-177
-6% -$17.3K 0.01% 291
2024
Q4 		$261K Buy
2,826
+52
+2% +$5.11K 0.01% 291
2024
Q3 		$268K Buy
2,774
+1
+0% +$90 0.01% 293
2024
Q2 		$238K Hold
2,773
– – 0.01% 309
2024
Q1 		$229K Buy
+2,773
New +$203K 0.01% 296

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Stonegate Investment Group's EHC Position: Q3 2025 in Review

Stonegate Investment Group held its Encompass Health (EHC) position steady in Q3 2025 at 2,650 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #301.

Stonegate Investment Group first reported a position in EHC in Q1 2024 and has held it in 7 quarters since. 604 funds tracked by Wall St. Rank hold EHC as of Q3 2025.

  • Stonegate Investment Group held 2,650 shares of Encompass Health worth $337K as of Q3 2025.
  • Stonegate Investment Group left its Encompass Health share count unchanged in Q3 2025.
  • Encompass Health made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #301 holding.
  • Stonegate Investment Group first reported a position in Encompass Health in Q1 2024 and has held it in 7 quarters since.
  • 604 funds tracked by Wall St. Rank held Encompass Health as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.