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Whalen Wealth Management’s Encompass Health EHC Stock Holding History

Whalen Wealth Management’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
-5,255
Closed -$644K – 203
2025
Q2 		$644K Buy
+5,255
New +$600K 0.4% 70

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Whalen Wealth Management's EHC Position: Q3 2025 in Review

Whalen Wealth Management sold out of Encompass Health (EHC) in Q3 2025, closing a stake of 5,255 shares — an estimated $644K sold.

Whalen Wealth Management first reported a position in EHC in Q2 2025 and held it in 1 quarter. The position peaked at $644K in Q2 2025. 604 funds tracked by Wall St. Rank hold EHC as of Q3 2025.

  • Whalen Wealth Management reported no remaining Encompass Health position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 5,255 Encompass Health shares in Q3 2025, an estimated $644K.
  • Whalen Wealth Management first reported a position in Encompass Health in Q2 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Encompass Health position peaked at $644K in Q2 2025.
  • 604 funds tracked by Wall St. Rank held Encompass Health as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.