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The Family Firm’s Encompass Health EHC Stock Holding History

The Family Firm’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 		$2.46M Sell
20,077
-12,357
-38% -$1.41M 0.59% 40
2025
Q1 		$3.28M Hold
32,434
– – 0.73% 33
2024
Q4 		$3M Hold
32,434
– – 0.67% 32
2024
Q3 		$3.13M Hold
32,434
– – 0.69% 33
2024
Q2 		$2.78M Buy
32,434
+6,202
+24% +$520K 0.62% 31
2024
Q1 		$2.17M Buy
+26,232
New +$1.92M 0.53% 40

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

The Family Firm's EHC Position: Q2 2025 in Review

The Family Firm reduced its Encompass Health (EHC) stake by 38% in Q2 2025, selling an estimated $1.41M and leaving 20,077 shares worth $2.46M. The position accounts for 0.59% of the portfolio, ranked #40.

The Family Firm first reported a position in EHC in Q1 2024 and has held it in 6 quarters since. The position peaked at $3.28M in Q1 2025. 607 funds tracked by Wall St. Rank hold EHC as of Q2 2025.

  • The Family Firm held 20,077 shares of Encompass Health worth $2.46M as of Q2 2025.
  • The Family Firm sold 12,357 Encompass Health shares in Q2 2025, an estimated $1.41M.
  • Encompass Health made up 0.59% of The Family Firm's portfolio in Q2 2025, its #40 holding.
  • The Family Firm first reported a position in Encompass Health in Q1 2024 and has held it in 6 quarters since.
  • The Family Firm's Encompass Health position peaked at $3.28M in Q1 2025.
  • 607 funds tracked by Wall St. Rank held Encompass Health as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.