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Waddell & Associates’s Encompass Health EHC Stock Holding History

Waddell & Associates’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
Q1 		– Sell
-1,901
Closed -$202K – 464
2025
Q4 		$202K Sell
1,901
-504
-21% -$58.4K 0.01% 366
2025
Q3 		$305K Buy
+2,405
New +$286K 0.03% 211

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Waddell & Associates's EHC Position: Q1 2026 in Review

Waddell & Associates sold out of Encompass Health (EHC) in Q1 2026, closing a stake of 1,901 shares — an estimated $202K sold.

Waddell & Associates first reported a position in EHC in Q3 2025 and held it in 2 quarters. The position peaked at $305K in Q3 2025. 578 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • Waddell & Associates reported no remaining Encompass Health position as of Q1 2026 after selling out during the quarter.
  • Waddell & Associates sold 1,901 Encompass Health shares in Q1 2026, an estimated $202K.
  • Waddell & Associates first reported a position in Encompass Health in Q3 2025 and held it in 2 quarters.
  • Waddell & Associates's Encompass Health position peaked at $305K in Q3 2025.
  • 578 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Waddell & Associates's 13F filing for Q1 2026, filed 11 May 2026.