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Waverly Advisors’s Encompass Health EHC Stock Holding History

Waverly 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
Q1 		$294K Sell
3,040
-261
-8% -$26.8K ﹤0.01% 1306
2025
Q4 		$350K Buy
3,301
+581
+21% +$67.3K ﹤0.01% 1148
2025
Q3 		$345K Buy
2,720
+206
+8% +$24.5K ﹤0.01% 984
2025
Q2 		$308K Buy
2,514
+51
+2% +$5.83K ﹤0.01% 957
2025
Q1 		$249K Buy
2,463
+92
+4% +$8.98K ﹤0.01% 990
2024
Q4 		$219K Buy
2,371
+25
+1% +$2.46K ﹤0.01% 901
2024
Q3 		$227K Sell
2,346
-123
-5% -$11.1K ﹤0.01% 750
2024
Q2 		$212K Sell
2,469
-54
-2% -$4.53K ﹤0.01% 756
2024
Q1 		$208K Sell
2,523
-2,304
-48% -$169K ﹤0.01% 649
2023
Q4 		$322K Hold
4,827
– – 0.01% 349
2023
Q3 		$324K Hold
4,827
– – 0.01% 315
2023
Q2 		$327K Hold
4,827
– – 0.01% 289
2023
Q1 		$261K Hold
4,827
– – 0.01% 253
2022
Q4 		$289K Buy
4,827
+118
+3% +$6.42K 0.02% 225
2022
Q3 		$213K Sell
4,709
-1,254
-21% -$62.7K 0.02% 227
2022
Q2 		$266K Buy
5,963
+236
+4% +$12.1K 0.02% 176
2022
Q1 		$324K Hold
5,727
– – 0.03% 152
2021
Q4 		$290K Buy
5,727
+76
+1% +$3.92K 0.03% 160
2021
Q3 		$288K Sell
5,651
-47
-0.8% -$2.96K 0.02% 174
2021
Q2 		$357K Sell
5,698
-19
-0.3% -$1.27K 0.03% 141
2021
Q1 		$391K Buy
+5,717
New +$373K 0.04% 118
2015
Q4 		– Sell
-1,125
Closed -$34K – 202
2015
Q3 		$34K Hold
1,125
– – 0.02% 183
2015
Q2 		$41K Hold
1,125
– – 0.03% 160
2015
Q1 		$40K Hold
1,125
– – 0.02% 142
2014
Q4 		$34K Hold
1,125
– – 0.02% 164
2014
Q3 		$33K Hold
1,125
– – 0.02% 274
2014
Q2 		$32K Hold
1,125
– – 0.01% 277
2014
Q1 		$32K Sell
1,125
-59,862
-98% -$1.56M 0.01% 259
2013
Q4 		$1.62M Hold
60,987
– – 0.57% 18
2013
Q3 		$1.67M Hold
60,987
– – 0.86% 10
2013
Q2 		$1.4M Buy
+60,987
New +$1.38M 0.81% 11

Other funds holding EHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Waverly Advisors's EHC Position: Q1 2026 in Review

Waverly Advisors reduced its Encompass Health (EHC) stake by 7.9% in Q1 2026, selling an estimated $26.8K and leaving 3,040 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Waverly Advisors first reported a position in EHC in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.67M in Q3 2013. 577 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • Waverly Advisors held 3,040 shares of Encompass Health worth $294K as of Q1 2026.
  • Waverly Advisors sold 261 Encompass Health shares in Q1 2026, an estimated $26.8K.
  • Encompass Health made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1306 holding.
  • Waverly Advisors first reported a position in Encompass Health in Q2 2013 and has held it in 31 quarters since.
  • Waverly Advisors's Encompass Health position peaked at $1.67M in Q3 2013.
  • 577 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.