AA
GRX

Ancora Advisors’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Ancora Advisors’s Portfolio GRX Stock Details GRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.53K Buy
500
+300
+150% +$2.88K ﹤0.01% 1996
2025
Q4 		$1.93K Sell
200
-1,350
-87% -$12.7K ﹤0.01% 2139
2025
Q3 		$14.1K Hold
1,550
– – ﹤0.01% 1317
2025
Q2 		$14.6K Sell
1,550
-2,600
-63% -$24.8K ﹤0.01% 1303
2025
Q1 		$41.8K Sell
4,150
-1,000
-19% -$10K ﹤0.01% 1043
2024
Q4 		$49.6K Buy
5,150
+500
+11% +$5.18K ﹤0.01% 1005
2024
Q3 		$50.9K Hold
4,650
– – ﹤0.01% 985
2024
Q2 		$44.5K Sell
4,650
-1,000
-18% -$9.63K ﹤0.01% 972
2024
Q1 		$57.9K Hold
5,650
– – ﹤0.01% 927
2023
Q4 		$52.7K Hold
5,650
– – ﹤0.01% 933
2023
Q3 		$48.5K Hold
5,650
– – ﹤0.01% 916
2023
Q2 		$56.3K Hold
5,650
– – ﹤0.01% 886
2023
Q1 		$57K Sell
5,650
-500
-8% -$5.08K ﹤0.01% 882
2022
Q4 		$63K Hold
6,150
– – ﹤0.01% 917
2022
Q3 		$58K Hold
6,150
– – ﹤0.01% 1038
2022
Q2 		$66K Hold
6,150
– – ﹤0.01% 1085
2022
Q1 		$79K Sell
6,150
-240
-4% -$3.06K ﹤0.01% 1099
2021
Q4 		$87K Hold
6,390
– – ﹤0.01% 1079
2021
Q3 		$84K Hold
6,390
– – ﹤0.01% 1025
2021
Q2 		$86K Sell
6,390
-500
-7% -$6.57K ﹤0.01% 949
2021
Q1 		$86K Sell
6,890
-21,534
-76% -$264K ﹤0.01% 923
2020
Q4 		$340K Hold
28,424
– – 0.01% 534
2020
Q3 		$293K Hold
28,424
– – 0.01% 537
2020
Q2 		$285K Sell
28,424
-450
-2% -$4.46K 0.01% 542
2020
Q1 		$250K Sell
28,874
-5,000
-15% -$53K 0.01% 598
2019
Q4 		$390K Sell
33,874
-500
-1% -$5.4K 0.01% 540
2019
Q3 		$358K Hold
34,374
– – 0.02% 509
2019
Q2 		$362K Sell
34,374
-32,700
-49% -$343K 0.02% 476
2019
Q1 		$705K Sell
67,074
-23,000
-26% -$233K 0.03% 359
2018
Q4 		$833K Sell
90,074
-33,566
-27% -$345K 0.04% 318
2018
Q3 		$1.36M Sell
123,640
-23,325
-16% -$248K 0.05% 301
2018
Q2 		$1.47M Sell
146,965
-17,782
-11% -$173K 0.06% 272
2018
Q1 		$1.56M Sell
164,747
-571
-0.3% -$5.8K 0.07% 261
2017
Q4 		$1.71M Buy
165,318
+10,231
+7% +$102K 0.09% 224
2017
Q3 		$1.57M Buy
155,087
+6,806
+5% +$70.8K 0.09% 242
2017
Q2 		$1.61M Buy
148,281
+6,825
+5% +$71K 0.1% 232
2017
Q1 		$1.41M Buy
141,456
+71,318
+102% +$708K 0.1% 250
2016
Q4 		$662K Buy
+70,138
New +$683K 0.05% 359

Other funds holding GRX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Ancora Advisors's GRX Position: Q1 2026 in Review

Ancora Advisors increased its Gabelli Healthcare & Wellness Trust (GRX) stake by 150% in Q1 2026, buying an estimated $2.88K and bringing the position to 500 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Ancora Advisors first reported a position in GRX in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.71M in Q4 2017. 51 funds tracked by Wall St. Rank hold GRX as of Q1 2026.

  • Ancora Advisors held 500 shares of Gabelli Healthcare & Wellness Trust worth $4.53K as of Q1 2026.
  • Ancora Advisors bought 300 Gabelli Healthcare & Wellness Trust shares in Q1 2026, an estimated $2.88K.
  • Gabelli Healthcare & Wellness Trust made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1996 holding.
  • Ancora Advisors first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2016 and has held it in 38 quarters since.
  • Ancora Advisors's Gabelli Healthcare & Wellness Trust position peaked at $1.71M in Q4 2017.
  • 51 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2026.

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