Waverly Advisors’s Encompass Health EHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $215K | Sell |
2,125
-915
| -30% | -$94.8K | ﹤0.01% | 1598 |
|
|
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
Waverly Advisors's EHC Position: Q2 2026 in Review
Waverly Advisors reduced its Encompass Health (EHC) stake by 30% in Q2 2026, selling an estimated $94.8K and leaving 2,125 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.
Waverly Advisors first reported a position in EHC in Q2 2013 and has held it in 32 quarters since. The position peaked at $1.67M in Q3 2013. 599 funds tracked by Wall St. Rank hold EHC as of Q2 2026.
- Waverly Advisors held 2,125 shares of Encompass Health worth $215K as of Q2 2026.
- Waverly Advisors sold 915 Encompass Health shares in Q2 2026, an estimated $94.8K.
- Encompass Health made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1598 holding.
- Waverly Advisors first reported a position in Encompass Health in Q2 2013 and has held it in 32 quarters since.
- Waverly Advisors's Encompass Health position peaked at $1.67M in Q3 2013.
- 599 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.