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Legacy Financial Advisors’s GE HealthCare GEHC Stock Holding History

Legacy Financial 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
Q1 		$880K Sell
12,362
-908
-7% -$71.6K 0.12% 152
2025
Q4 		$1.09M Buy
13,270
+1,804
+16% +$141K 0.15% 120
2025
Q3 		$861K Buy
11,466
+1,813
+19% +$135K 0.12% 157
2025
Q2 		$715K Buy
9,653
+6,842
+243% +$476K 0.11% 163
2025
Q1 		$227K Sell
2,811
-16
-0.6% -$1.38K 0.04% 325
2024
Q4 		$221K Buy
2,827
+676
+31% +$57.5K 0.04% 319
2024
Q3 		$202K Buy
+2,151
New +$181K 0.03% 345

Other funds holding GEHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Legacy Financial Advisors's GEHC Position: Q1 2026 in Review

Legacy Financial Advisors reduced its GE HealthCare (GEHC) stake by 6.8% in Q1 2026, selling an estimated $71.6K and leaving 12,362 shares worth $880K. The position accounts for 0.12% of the portfolio, ranked #152.

Legacy Financial Advisors first reported a position in GEHC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q4 2025. 1,265 funds tracked by Wall St. Rank hold GEHC as of Q1 2026.

  • Legacy Financial Advisors held 12,362 shares of GE HealthCare worth $880K as of Q1 2026.
  • Legacy Financial Advisors sold 908 GE HealthCare shares in Q1 2026, an estimated $71.6K.
  • GE HealthCare made up 0.12% of Legacy Financial Advisors's portfolio in Q1 2026, its #152 holding.
  • Legacy Financial Advisors first reported a position in GE HealthCare in Q3 2024 and has held it in 7 quarters since.
  • Legacy Financial Advisors's GE HealthCare position peaked at $1.09M in Q4 2025.
  • 1,265 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.