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USA Financial Formulas’s Encompass Health EHC Stock Holding History

USA Financial Formulas’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
Q3 		– Sell
-2,103
Closed -$258K – 280
2025
Q2 		$258K Buy
+2,103
New +$240K 0.04% 118
2025
Q1 		– Sell
-3,642
Closed -$336K – 309
2024
Q4 		$336K Buy
3,642
+240
+7% +$23.6K 0.05% 118
2024
Q3 		$329K Buy
+3,402
New +$306K 0.05% 111
2019
Q1 		– Sell
-13,731
Closed -$852K – 186
2018
Q4 		$852K Buy
13,731
+8,013
+140% +$456K 0.21% 85
2018
Q3 		$308K Buy
+5,718
New +$348K 0.08% 211

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

USA Financial Formulas's EHC Position: Q3 2025 in Review

USA Financial Formulas sold out of Encompass Health (EHC) in Q3 2025, closing a stake of 2,103 shares — an estimated $258K sold.

USA Financial Formulas first reported a position in EHC in Q3 2018 and held it in 5 quarters. The position peaked at $852K in Q4 2018. 604 funds tracked by Wall St. Rank hold EHC as of Q3 2025.

  • USA Financial Formulas reported no remaining Encompass Health position as of Q3 2025 after selling out during the quarter.
  • USA Financial Formulas sold 2,103 Encompass Health shares in Q3 2025, an estimated $258K.
  • USA Financial Formulas first reported a position in Encompass Health in Q3 2018 and held it in 5 quarters.
  • USA Financial Formulas's Encompass Health position peaked at $852K in Q4 2018.
  • 604 funds tracked by Wall St. Rank held Encompass Health as of Q3 2025.

Based on USA Financial Formulas's 13F filing for Q3 2025, filed 10 Oct 2025.