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SVB Wealth’s Encompass Health EHC Stock Holding History

SVB Wealth’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
Q2 		– Sell
-830
Closed -$84.1K – 842
2025
Q1 		$84.1K Buy
+830
New +$81K ﹤0.01% 442
2022
Q1 		– Sell
-4,192
Closed -$217K – 804
2021
Q4 		$217K Sell
4,192
-1,030
-20% -$53.1K ﹤0.01% 678
2021
Q3 		$312K Sell
5,222
-380
-7% -$23.9K ﹤0.01% 773
2021
Q2 		$348K Sell
5,602
-11
-0.2% -$733 ﹤0.01% 691
2021
Q1 		$366K Sell
5,613
-193
-3% -$12.6K 0.01% 612
2020
Q4 		$382K Sell
5,806
-798
-12% -$46.9K 0.01% 548
2020
Q3 		$341K Sell
6,604
-1,814
-22% -$93.1K 0.01% 494
2020
Q2 		$415K Sell
8,418
-3,161
-27% -$171K 0.01% 396
2020
Q1 		$590K Sell
11,579
-6,648
-36% -$383K 0.01% 293
2019
Q4 		$1M Sell
18,227
-2,739
-13% -$149K 0.02% 299
2019
Q3 		$1.05M Sell
20,966
-1,140
-5% -$57.3K 0.02% 267
2019
Q2 		$1.11M Sell
22,106
-1,634
-7% -$79.3K 0.04% 268
2019
Q1 		$1.1M Sell
23,740
-314
-1% -$15.9K 0.04% 215
2018
Q4 		$1.18M Sell
24,054
-2,529
-10% -$144K 0.05% 202
2018
Q3 		$1.65M Sell
26,583
-451
-2% -$27.4K 0.06% 194
2018
Q2 		$1.46M Sell
27,034
-633
-2% -$31.6K 0.06% 207
2018
Q1 		$1.26M Buy
27,667
+3,436
+14% +$147K 0.05% 226
2017
Q4 		$952K Buy
24,231
+553
+2% +$21K 0.04% 268
2017
Q3 		$873K Buy
23,678
+1,031
+5% +$36.7K 0.03% 277
2017
Q2 		$872K Buy
22,647
+2,147
+10% +$78.6K 0.03% 275
2017
Q1 		$698K Buy
20,500
+1,591
+8% +$52.2K 0.03% 302
2016
Q4 		$620K Buy
18,909
+3,469
+22% +$113K 0.03% 314
2016
Q3 		$498K Buy
+15,440
New +$500K 0.02% 341
2015
Q2 		– Sell
-5,895
Closed -$208K – 567
2015
Q1 		$208K Buy
+5,895
New +$202K 0.01% 526

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SVB Wealth's EHC Position: Q2 2025 in Review

SVB Wealth sold out of Encompass Health (EHC) in Q2 2025, closing a stake of 830 shares — an estimated $84.1K sold.

SVB Wealth first reported a position in EHC in Q1 2015 and held it in 24 quarters. The position peaked at $1.65M in Q3 2018. 606 funds tracked by Wall St. Rank hold EHC as of Q2 2025.

  • SVB Wealth reported no remaining Encompass Health position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 830 Encompass Health shares in Q2 2025, an estimated $84.1K.
  • SVB Wealth first reported a position in Encompass Health in Q1 2015 and held it in 24 quarters.
  • SVB Wealth's Encompass Health position peaked at $1.65M in Q3 2018.
  • 606 funds tracked by Wall St. Rank held Encompass Health as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.