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Summit Financial’s Encompass Health EHC Stock Holding History

Summit Financial’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 		$408K Buy
4,223
+268
+7% +$27.5K 0.01% 1062
2025
Q4 		$420K Sell
3,955
-1
-0% -$116 0.01% 943
2025
Q3 		$502K Sell
3,956
-9
-0.2% -$1.07K 0.01% 879
2025
Q2 		$486K Buy
3,965
+11
+0.3% +$1.26K 0.01% 577
2025
Q1 		$400K Buy
3,954
+1,653
+72% +$161K 0.01% 566
2024
Q4 		$212K Buy
+2,301
New +$226K 0.01% 612

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

Summit Financial's EHC Position: Q1 2026 in Review

Summit Financial increased its Encompass Health (EHC) stake by 6.8% in Q1 2026, buying an estimated $27.5K and bringing the position to 4,223 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #1062.

Summit Financial first reported a position in EHC in Q4 2024 and has held it in 6 quarters since. The position peaked at $502K in Q3 2025. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • Summit Financial held 4,223 shares of Encompass Health worth $408K as of Q1 2026.
  • Summit Financial bought 268 Encompass Health shares in Q1 2026, an estimated $27.5K.
  • Encompass Health made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1062 holding.
  • Summit Financial first reported a position in Encompass Health in Q4 2024 and has held it in 6 quarters since.
  • Summit Financial's Encompass Health position peaked at $502K in Q3 2025.
  • 577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.