Back to EHC
Heritage Wealth Management, Inc. → EHC
Heritage Wealth Management, Inc. EHC Position History
Encompass Health Corporation • Healthcare
Quarters held
5
Latest value
$1.7M
Q3 2026
Peak value
$1.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.9M |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.4M |
| Q2 2026 | $1.4M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 14.1K | — | — |
| Q2 2026 | $1.4M | 14.2K | — | — |
| Q1 2026 | $1.4M | 14.1K | — | — |
| Q4 2025 | $1.5M | 14.2K | — | — |
| Q3 2025 | $1.9M | 14.7K | — | — |
Other funds holding EHC
$1.3B
$1.2B
$994M
$451.6M
$435.4M
$391.4M
$380.9M