Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Encompass Health EHC Stock Holding History

Sumitomo Mitsui Trust 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
2026
Q1 		$89.9M Sell
929,348
-81,260
-8% -$8.33M 0.06% 302
2025
Q4 		$107M Buy
1,010,608
+248,296
+33% +$28.8M 0.06% 275
2025
Q3 		$96.8M Buy
762,312
+18,726
+3% +$2.23M 0.06% 305
2025
Q2 		$91.2M Sell
743,586
-24,741
-3% -$2.83M 0.06% 317
2025
Q1 		$77.8M Sell
768,327
-1,389
-0.2% -$136K 0.06% 334
2024
Q4 		$71.1M Buy
769,716
+2,904
+0.4% +$285K 0.05% 365
2024
Q3 		$74.1M Sell
766,812
-258,593
-25% -$23.2M 0.05% 355
2024
Q2 		$88M Sell
1,025,405
-258,223
-20% -$21.7M 0.06% 292
2024
Q1 		$106M Sell
1,283,628
-35,156
-3% -$2.57M 0.07% 280
2023
Q4 		$88M Buy
1,318,784
+29,926
+2% +$1.94M 0.07% 323
2023
Q3 		$86.6M Buy
1,288,858
+64,442
+5% +$4.43M 0.07% 303
2023
Q2 		$82.9M Buy
1,224,416
+48,994
+4% +$3.07M 0.06% 325
2023
Q1 		$63.6M Sell
1,175,422
-163,369
-12% -$9.51M 0.05% 419
2022
Q4 		$80.1M Buy
1,338,791
+26,810
+2% +$1.46M 0.06% 355
2022
Q3 		$59.3M Sell
1,311,981
-285,456
-18% -$14.3M 0.05% 429
2022
Q2 		$56.6M Buy
1,597,437
+93,181
+6% +$4.78M 0.04% 461
2022
Q1 		$85.1M Buy
1,504,256
+233,895
+18% +$12.2M 0.06% 369
2021
Q4 		$66M Buy
1,270,361
+353,897
+39% +$18.3M 0.04% 461
2021
Q3 		$54.7M Buy
916,464
+4,326
+0.5% +$272K 0.03% 520
2021
Q2 		$56.6M Sell
912,138
-20,115
-2% -$1.34M 0.03% 514
2021
Q1 		$60.7M Sell
932,253
-29,435
-3% -$1.92M 0.04% 483
2020
Q4 		$63.3M Buy
961,688
+188,796
+24% +$11.1M 0.04% 449
2020
Q3 		$40M Buy
+772,892
New +$39.7M 0.03% 553
2019
Q2 		– Sell
-8,994
Closed -$418K – 1015
2019
Q1 		$418K Sell
8,994
-4,002
-31% -$203K ﹤0.01% 913
2018
Q4 		$634K Buy
+12,996
New +$739K ﹤0.01% 853

Other funds holding EHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group's EHC Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Encompass Health (EHC) stake by 8% in Q1 2026, selling an estimated $8.33M and leaving 929,348 shares worth $89.9M. The position accounts for 0.06% of the portfolio, ranked #302.

Sumitomo Mitsui Trust Group first reported a position in EHC in Q4 2018 and has held it in 25 quarters since. The position peaked at $107M in Q4 2025. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 929,348 shares of Encompass Health worth $89.9M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 81,260 Encompass Health shares in Q1 2026, an estimated $8.33M.
  • Encompass Health made up 0.06% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #302 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Encompass Health in Q4 2018 and has held it in 25 quarters since.
  • Sumitomo Mitsui Trust Group's Encompass Health position peaked at $107M in Q4 2025.
  • 577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.