BW
GRX

Boaz Weinstein’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Boaz Weinstein’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
Q2 		$20M Hold
2,118,201
– – 0.51% 43
2026
Q1 		$19.2M Hold
2,118,201
– – 0.53% 41
2025
Q4 		$20.4M Buy
2,118,201
+67,166
+3% +$631K 0.61% 39
2025
Q3 		$18.6M Buy
2,051,035
+74,160
+4% +$691K 0.51% 46
2025
Q2 		$18.7M Buy
1,976,875
+20,387
+1% +$194K 0.44% 52
2025
Q1 		$19.7M Buy
1,956,488
+45,454
+2% +$455K 0.53% 36
2024
Q4 		$18.4M Buy
1,911,034
+64,135
+3% +$664K 0.43% 48
2024
Q3 		$20.2M Buy
1,846,899
+297,119
+19% +$3.13M 0.42% 56
2024
Q2 		$14.8M Buy
1,549,780
+733,339
+90% +$7.06M 0.25% 74
2024
Q1 		$8.36M Buy
816,441
+480,581
+143% +$4.69M 0.14% 99
2023
Q4 		$3.13M Buy
+335,860
New +$2.89M 0.06% 172

Other funds holding GRX

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $54B AUM 23.5% 1-Year Est. Return

Boaz Weinstein's GRX Position: Q2 2026 in Review

Boaz Weinstein held its Gabelli Healthcare & Wellness Trust (GRX) position steady in Q2 2026 at 2,118,201 shares worth $20M. The position accounts for 0.51% of the portfolio, ranked #43.

Boaz Weinstein first reported a position in GRX in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.4M in Q4 2025. 51 funds tracked by Wall St. Rank hold GRX as of Q2 2026.

  • Boaz Weinstein held 2,118,201 shares of Gabelli Healthcare & Wellness Trust worth $20M as of Q2 2026.
  • Boaz Weinstein left its Gabelli Healthcare & Wellness Trust share count unchanged in Q2 2026.
  • Gabelli Healthcare & Wellness Trust made up 0.51% of Boaz Weinstein's portfolio in Q2 2026, its #43 holding.
  • Boaz Weinstein first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2023 and has held it in 11 quarters since.
  • Boaz Weinstein's Gabelli Healthcare & Wellness Trust position peaked at $20.4M in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2026.

Based on Saba Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.