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EP Wealth Advisors’s GE HealthCare GEHC Stock Holding History

EP Wealth Advisors’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 		$840K Sell
13,116
-4,232
-24% -$278K ﹤0.01% 812
2026
Q1 		$1.23M Sell
17,348
-609
-3% -$48K 0.01% 579
2025
Q4 		$1.47M Buy
+17,957
New +$1.4M 0.01% 516
2025
Q2 		$1.34M Buy
18,076
+2,534
+16% +$176K 0.01% 506
2025
Q1 		$1.25M Buy
15,542
+7,377
+90% +$634K 0.01% 449
2024
Q4 		$638K Sell
8,165
-113
-1% -$9.61K 0.01% 616
2024
Q3 		$777K Buy
8,278
+1,691
+26% +$142K 0.01% 563
2024
Q2 		$513K Buy
6,587
+207
+3% +$16.9K 0.01% 527
2024
Q1 		$580K Buy
6,380
+956
+18% +$79.5K 0.01% 485
2023
Q4 		$419K Sell
5,424
-236
-4% -$16.5K 0.01% 526
2023
Q3 		$385K Sell
5,660
-37,349
-87% -$2.72M 0.01% 508
2023
Q2 		$450K Buy
43,009
+27,358
+175% +$2.18M 0.01% 488
2023
Q1 		$1.5M Buy
+15,651
New +$1.12M 0.03% 254

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

EP Wealth Advisors's GEHC Position: Q2 2026 in Review

EP Wealth Advisors reduced its GE HealthCare (GEHC) stake by 24% in Q2 2026, selling an estimated $278K and leaving 13,116 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

EP Wealth Advisors first reported a position in GEHC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.5M in Q1 2023. 1,223 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

  • EP Wealth Advisors held 13,116 shares of GE HealthCare worth $840K as of Q2 2026.
  • EP Wealth Advisors sold 4,232 GE HealthCare shares in Q2 2026, an estimated $278K.
  • GE HealthCare made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #812 holding.
  • EP Wealth Advisors first reported a position in GE HealthCare in Q1 2023 and has held it in 13 quarters since.
  • EP Wealth Advisors's GE HealthCare position peaked at $1.5M in Q1 2023.
  • 1,223 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.