Dodge & Cox
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Dodge & Cox’s GE HealthCare GEHC Stock Holding History

Dodge & Cox’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 		$2.42B Buy
37,864,164
+6,552,100
+21% +$431M 1.27% 30
2026
Q1 		$2.23B Buy
31,312,064
+100,835
+0.3% +$7.95M 1.22% 32
2025
Q4 		$2.56B Buy
31,211,229
+3,693,918
+13% +$288M 1.38% 30
2025
Q3 		$2.07B Buy
27,517,311
+3,949,361
+17% +$295M 1.12% 36
2025
Q2 		$1.75B Buy
23,567,950
+6,982,441
+42% +$486M 0.98% 38
2025
Q1 		$1.34B Sell
16,585,509
-89,999
-0.5% -$7.73M 0.76% 49
2024
Q4 		$1.3B Buy
16,675,508
+11,867
+0.1% +$1.01M 0.76% 47
2024
Q3 		$1.56B Sell
16,663,641
-49,509
-0.3% -$4.16M 0.88% 44
2024
Q2 		$1.3B Sell
16,713,150
-100,634
-0.6% -$8.21M 0.78% 46
2024
Q1 		$1.53B Sell
16,813,784
-165,644
-1% -$13.8M 0.89% 41
2023
Q4 		$1.31B Sell
16,979,428
-153,564
-0.9% -$10.8M 0.83% 49
2023
Q3 		$1.17B Sell
17,132,992
-172,432
-1% -$12.5M 0.79% 51
2023
Q2 		$1.41B Buy
17,305,424
+1,494,780
+9% +$119M 0.94% 38
2023
Q1 		$1.3B Buy
+15,810,644
New +$1.13B 0.88% 45

Other funds holding GEHC

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox's GEHC Position: Q2 2026 in Review

Dodge & Cox increased its GE HealthCare (GEHC) stake by 21% in Q2 2026, buying an estimated $431M and bringing the position to 37,864,164 shares worth $2.42B. The position accounts for 1.27% of the portfolio, ranked #30.

Dodge & Cox first reported a position in GEHC in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.56B in Q4 2025. 1,223 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

  • Dodge & Cox held 37,864,164 shares of GE HealthCare worth $2.42B as of Q2 2026.
  • Dodge & Cox bought 6,552,100 GE HealthCare shares in Q2 2026, an estimated $431M.
  • GE HealthCare made up 1.27% of Dodge & Cox's portfolio in Q2 2026, its #30 holding.
  • Dodge & Cox first reported a position in GE HealthCare in Q1 2023 and has held it in 14 quarters since.
  • Dodge & Cox's GE HealthCare position peaked at $2.56B in Q4 2025.
  • 1,223 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on Dodge & Cox's 13F filing for Q2 2026, filed 13 Aug 2026.