Harris Associates’s GE HealthCare GEHC Stock Holding History

Harris Associates’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	$1.11B	Sell	15,594,988 -259,658	-2%	-$20.5M	1.48%	21
2025 Q4	$1.3B	Buy	15,854,646 +4,833,318	+44%	+$377M	1.64%	22
2025 Q3	$828M	Buy	11,021,328 +1,348,895	+14%	+$101M	1.33%	30
2025 Q2	$716M	Buy	9,672,433 +4,038,491	+72%	+$281M	1.16%	33
2025 Q1	$455M	Buy	5,633,942 +1,386,638	+33%	+$119M	0.76%	45
2024 Q4	$332M	Buy	4,247,304 +2,401,049	+130%	+$204M	0.44%	52
2024 Q3	$173M	Buy	1,846,255 +1,273,055	+222%	+$107M	0.23%	66
2024 Q2	$44.7M	Buy	+573,200	New	+$46.8M	0.08%	84

Other funds holding GEHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Harris Associates's GEHC Position: Q1 2026 in Review

Harris Associates reduced its GE HealthCare (GEHC) stake by 1.6% in Q1 2026, selling an estimated $20.5M and leaving 15,594,988 shares worth $1.11B. The position accounts for 1.48% of the portfolio, ranked #21.

Harris Associates first reported a position in GEHC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.3B in Q4 2025. 1,263 funds tracked by Wall St. Rank hold GEHC as of Q1 2026.

Harris Associates held 15,594,988 shares of GE HealthCare worth $1.11B as of Q1 2026.
Harris Associates sold 259,658 GE HealthCare shares in Q1 2026, an estimated $20.5M.
GE HealthCare made up 1.48% of Harris Associates's portfolio in Q1 2026, its #21 holding.
Harris Associates first reported a position in GE HealthCare in Q2 2024 and has held it in 8 quarters since.
Harris Associates's GE HealthCare position peaked at $1.3B in Q4 2025.
1,263 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2026.

Based on Harris Associates's 13F filing for Q1 2026, filed 15 May 2026.