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Synergy Investment Management’s Encompass Health EHC Stock Holding History

Synergy Investment 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 		$22.4K Buy
211
+81
+62% +$8.39K 0.01% 496
2026
Q1 		$12.6K Buy
+130
New +$13.3K ﹤0.01% 472
2025
Q2 		– Sell
-30
Closed -$3.04K – 217
2025
Q1 		$3.04K Hold
30
– – ﹤0.01% 507
2024
Q4 		$2.77K Buy
+30
New +$2.94K ﹤0.01% 543

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 $3.38T AUM 44.17% 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 Investment Management's EHC Position: Q2 2026 in Review

Synergy Investment Management increased its Encompass Health (EHC) stake by 62% in Q2 2026, buying an estimated $8.39K and bringing the position to 211 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #496.

Synergy Investment Management first reported a position in EHC in Q4 2024 and has held it in 4 quarters since. 598 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Synergy Investment Management held 211 shares of Encompass Health worth $22.4K as of Q2 2026.
  • Synergy Investment Management bought 81 Encompass Health shares in Q2 2026, an estimated $8.39K.
  • Encompass Health made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #496 holding.
  • Synergy Investment Management first reported a position in Encompass Health in Q4 2024 and has held it in 4 quarters since.
  • 598 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.