London & Capital Asset Management’s GE HealthCare GEHC Stock Holding History

London & Capital Asset 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 Q2	$978K	Sell	15,282 -910,002	-98%	-$59.8M	0.01%	119
2026 Q1	$65.8M	Sell	925,284 -276,911	-23%	-$21.8M	0.72%	30
2025 Q4	$98.6M	Buy	1,202,195 +1,163,924	+3,041%	+$90.7M	1.02%	26
2025 Q3	$2.87M	Buy	38,271 +19,337	+102%	+$1.44M	0.21%	50
2025 Q2	$1.4M	Buy	+18,934	New	+$1.32M	0.11%	68

Other funds holding GEHC

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

London & Capital Asset Management's GEHC Position: Q2 2026 in Review

London & Capital Asset Management reduced its GE HealthCare (GEHC) stake by 98% in Q2 2026, selling an estimated $59.8M and leaving 15,282 shares worth $978K. The position accounts for 0.01% of the portfolio, ranked #119.

London & Capital Asset Management first reported a position in GEHC in Q2 2025 and has held it in 5 quarters since. The position peaked at $98.6M in Q4 2025. 1,227 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

London & Capital Asset Management held 15,282 shares of GE HealthCare worth $978K as of Q2 2026.
London & Capital Asset Management sold 910,002 GE HealthCare shares in Q2 2026, an estimated $59.8M.
GE HealthCare made up 0.01% of London & Capital Asset Management's portfolio in Q2 2026, its #119 holding.
London & Capital Asset Management first reported a position in GE HealthCare in Q2 2025 and has held it in 5 quarters since.
London & Capital Asset Management's GE HealthCare position peaked at $98.6M in Q4 2025.
1,227 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.