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Synergy Asset Management’s Encompass Health EHC Stock Holding History

Synergy Asset Management’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 		$1.07M Sell
10,591
-5,471
-34% -$567K 0.1% 116
2026
Q1 		$1.55M Buy
+16,062
New +$1.65M 0.17% 97

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

Synergy Asset Management's EHC Position: Q2 2026 in Review

Synergy Asset Management reduced its Encompass Health (EHC) stake by 34% in Q2 2026, selling an estimated $567K and leaving 10,591 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #116.

Synergy Asset Management first reported a position in EHC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.55M in Q1 2026. 599 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Synergy Asset Management held 10,591 shares of Encompass Health worth $1.07M as of Q2 2026.
  • Synergy Asset Management sold 5,471 Encompass Health shares in Q2 2026, an estimated $567K.
  • Encompass Health made up 0.1% of Synergy Asset Management's portfolio in Q2 2026, its #116 holding.
  • Synergy Asset Management first reported a position in Encompass Health in Q1 2026 and has held it in 2 quarters since.
  • Synergy Asset Management's Encompass Health position peaked at $1.55M in Q1 2026.
  • 599 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.