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United Capital Financial Advisors’s Encompass Health EHC Stock Holding History

United Capital Financial Advisors’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 		$351K Sell
3,477
-490
-12% -$50.7K ﹤0.01% 1301
2026
Q1 		$384K Sell
3,967
-4,509
-53% -$462K ﹤0.01% 1207
2025
Q4 		$900K Buy
8,476
+779
+10% +$90.3K 0.01% 774
2025
Q3 		$978K Buy
7,697
+5,940
+338% +$707K 0.01% 644
2025
Q2 		$215K Buy
+1,757
New +$201K ﹤0.01% 1026
2019
Q3 		– Sell
-38,350
Closed -$1.93M – 1364
2019
Q2 		$1.93M Buy
+38,350
New +$1.86M 0.01% 633
2018
Q4 		– Sell
-49,582
Closed -$3.08M – 1307
2018
Q3 		$3.08M Buy
+49,582
New +$3.02M 0.02% 521
2017
Q4 		– Sell
-9,764
Closed -$360K – 1319
2017
Q3 		$360K Buy
9,764
+181
+2% +$6.45K ﹤0.01% 1055
2017
Q2 		$369K Buy
9,583
+169
+2% +$6.19K ﹤0.01% 1009
2017
Q1 		$321K Hold
9,414
– – ﹤0.01% 1028
2016
Q4 		$309K Sell
9,414
-2
-0% -$65 ﹤0.01% 1041
2016
Q3 		$304K Sell
9,416
-223
-2% -$7.22K ﹤0.01% 1072
2016
Q2 		$299K Buy
+9,639
New +$302K ﹤0.01% 1037

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 40.91% 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

United Capital Financial Advisors's EHC Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Encompass Health (EHC) stake by 12% in Q2 2026, selling an estimated $50.7K and leaving 3,477 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

United Capital Financial Advisors first reported a position in EHC in Q2 2016 and has held it in 13 quarters since. The position peaked at $3.08M in Q3 2018. 597 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • United Capital Financial Advisors held 3,477 shares of Encompass Health worth $351K as of Q2 2026.
  • United Capital Financial Advisors sold 490 Encompass Health shares in Q2 2026, an estimated $50.7K.
  • Encompass Health made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1301 holding.
  • United Capital Financial Advisors first reported a position in Encompass Health in Q2 2016 and has held it in 13 quarters since.
  • United Capital Financial Advisors's Encompass Health position peaked at $3.08M in Q3 2018.
  • 597 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.