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Caldwell Trust’s GE HealthCare GEHC Stock Holding History

Caldwell Trust’s Portfolio GEHC Stock Details GEHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$262K Sell
4,091
-2,099
-34% -$138K 0.02% 302
2026
Q1 		$441K Sell
6,190
-538
-8% -$42.4K 0.04% 241
2025
Q4 		$552K Sell
6,728
-2,825
-30% -$220K 0.05% 223
2025
Q3 		$717K Sell
9,553
-11,125
-54% -$830K 0.07% 192
2025
Q2 		$1.53M Buy
20,678
+3,607
+21% +$251K 0.15% 132
2025
Q1 		$1.38M Buy
17,071
+4,617
+37% +$397K 0.15% 133
2024
Q4 		$974K Buy
12,454
+11,092
+814% +$943K 0.1% 165
2024
Q3 		$128K Sell
1,362
-84
-6% -$7.05K 0.01% 364
2024
Q2 		$113K Buy
1,446
+3
+0.2% +$245 0.01% 372
2024
Q1 		$131K Hold
1,443
– – 0.02% 357
2023
Q4 		$112K Buy
1,443
+84
+6% +$5.88K 0.01% 355
2023
Q3 		$92.5K Sell
1,359
-20
-1% -$1.46K 0.01% 364
2023
Q2 		$112K Sell
1,379
-150
-10% -$12K 0.01% 350
2023
Q1 		$125K Buy
+1,529
New +$109K 0.02% 334

Other funds holding GEHC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Caldwell Trust's GEHC Position: Q2 2026 in Review

Caldwell Trust reduced its GE HealthCare (GEHC) stake by 34% in Q2 2026, selling an estimated $138K and leaving 4,091 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #302.

Caldwell Trust first reported a position in GEHC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.53M in Q2 2025. 1,229 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

  • Caldwell Trust held 4,091 shares of GE HealthCare worth $262K as of Q2 2026.
  • Caldwell Trust sold 2,099 GE HealthCare shares in Q2 2026, an estimated $138K.
  • GE HealthCare made up 0.02% of Caldwell Trust's portfolio in Q2 2026, its #302 holding.
  • Caldwell Trust first reported a position in GE HealthCare in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Trust's GE HealthCare position peaked at $1.53M in Q2 2025.
  • 1,229 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.