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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
Q2 		$389K Sell
3,848
-375
-9% -$38.8K ﹤0.01% 1198
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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Summit Financial's EHC Position: Q2 2026 in Review

Summit Financial reduced its Encompass Health (EHC) stake by 8.9% in Q2 2026, selling an estimated $38.8K and leaving 3,848 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Summit Financial first reported a position in EHC in Q4 2024 and has held it in 7 quarters since. The position peaked at $502K in Q3 2025. 598 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Summit Financial held 3,848 shares of Encompass Health worth $389K as of Q2 2026.
  • Summit Financial sold 375 Encompass Health shares in Q2 2026, an estimated $38.8K.
  • Encompass Health made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1198 holding.
  • Summit Financial first reported a position in Encompass Health in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's Encompass Health position peaked at $502K in Q3 2025.
  • 598 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.