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West Coast Financial’s Encompass Health EHC Stock Holding History

West Coast Financial’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
Q2 		– Sell
-47,407
Closed -$4.8M – 43
2025
Q1 		$4.8M Sell
47,407
-1,181
-2% -$115K 0.55% 42
2024
Q4 		$4.49M Buy
48,588
+917
+2% +$90K 0.49% 45
2024
Q3 		$4.61M Buy
47,671
+697
+1% +$62.6K 0.51% 46
2024
Q2 		$4.03M Buy
+46,974
New +$3.94M 0.48% 47

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 $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

West Coast Financial's EHC Position: Q2 2025 in Review

West Coast Financial sold out of Encompass Health (EHC) in Q2 2025, closing a stake of 47,407 shares — an estimated $4.8M sold.

West Coast Financial first reported a position in EHC in Q2 2024 and held it in 4 quarters. The position peaked at $4.8M in Q1 2025. 607 funds tracked by Wall St. Rank hold EHC as of Q2 2025.

  • West Coast Financial reported no remaining Encompass Health position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 47,407 Encompass Health shares in Q2 2025, an estimated $4.8M.
  • West Coast Financial first reported a position in Encompass Health in Q2 2024 and held it in 4 quarters.
  • West Coast Financial's Encompass Health position peaked at $4.8M in Q1 2025.
  • 607 funds tracked by Wall St. Rank held Encompass Health as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.