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Essex Financial Services’s GE HealthCare GEHC Stock Holding History

Essex Financial Services’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 		$570K Sell
8,900
-124
-1% -$8.15K 0.03% 442
2026
Q1 		$642K Buy
9,024
+156
+2% +$12.3K 0.04% 388
2025
Q4 		$727K Sell
8,868
-443
-5% -$34.5K 0.04% 352
2025
Q3 		$699K Buy
9,311
+386
+4% +$28.8K 0.04% 344
2025
Q2 		$661K Buy
8,925
+580
+7% +$40.4K 0.04% 349
2025
Q1 		$674K Sell
8,345
-473
-5% -$40.7K 0.05% 315
2024
Q4 		$689K Buy
8,818
+766
+10% +$65.1K 0.05% 311
2024
Q3 		$719K Sell
8,052
-165
-2% -$13.8K 0.05% 306
2024
Q2 		$676K Buy
8,217
+2,883
+54% +$235K 0.05% 309
2024
Q1 		$485K Sell
5,334
-59
-1% -$4.91K 0.04% 331
2023
Q4 		$417K Sell
5,393
-77
-1% -$5.39K 0.04% 336
2023
Q3 		$372K Sell
5,470
-174
-3% -$12.7K 0.04% 336
2023
Q2 		$459K Sell
5,644
-97
-2% -$7.74K 0.05% 297
2023
Q1 		$471K Buy
+5,741
New +$410K 0.05% 297

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

Essex Financial Services's GEHC Position: Q2 2026 in Review

Essex Financial Services reduced its GE HealthCare (GEHC) stake by 1.4% in Q2 2026, selling an estimated $8.15K and leaving 8,900 shares worth $570K. The position accounts for 0.03% of the portfolio, ranked #442.

Essex Financial Services first reported a position in GEHC in Q1 2023 and has held it in 14 quarters since. The position peaked at $727K in Q4 2025. 1,223 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

  • Essex Financial Services held 8,900 shares of GE HealthCare worth $570K as of Q2 2026.
  • Essex Financial Services sold 124 GE HealthCare shares in Q2 2026, an estimated $8.15K.
  • GE HealthCare made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #442 holding.
  • Essex Financial Services first reported a position in GE HealthCare in Q1 2023 and has held it in 14 quarters since.
  • Essex Financial Services's GE HealthCare position peaked at $727K in Q4 2025.
  • 1,223 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.