EPIM
GEHC icon

Evelyn Partners Investment Management’s GE HealthCare GEHC Stock Holding History

Evelyn Partners Investment Management’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
Q1 		$10.5M Sell
147,330
-89,949
-38% -$7.09M 0.29% 59
2025
Q4 		$19.5M Sell
237,279
-626
-0.3% -$48.8K 0.54% 41
2025
Q3 		$17.9M Buy
237,905
+21,262
+10% +$1.59M 0.51% 44
2025
Q2 		$16M Buy
216,643
+13,839
+7% +$963K 0.49% 48
2025
Q1 		$16.4M Buy
202,804
+19,873
+11% +$1.71M 0.55% 45
2024
Q4 		$14.3M Buy
+182,931
New +$15.5M 0.46% 47

Other funds holding GEHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Evelyn Partners Investment Management's GEHC Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its GE HealthCare (GEHC) stake by 38% in Q1 2026, selling an estimated $7.09M and leaving 147,330 shares worth $10.5M. The position accounts for 0.29% of the portfolio, ranked #59.

Evelyn Partners Investment Management first reported a position in GEHC in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.5M in Q4 2025. 1,273 funds tracked by Wall St. Rank hold GEHC as of Q1 2026.

  • Evelyn Partners Investment Management held 147,330 shares of GE HealthCare worth $10.5M as of Q1 2026.
  • Evelyn Partners Investment Management sold 89,949 GE HealthCare shares in Q1 2026, an estimated $7.09M.
  • GE HealthCare made up 0.29% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #59 holding.
  • Evelyn Partners Investment Management first reported a position in GE HealthCare in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's GE HealthCare position peaked at $19.5M in Q4 2025.
  • 1,273 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.