Montag & Associates’s GE HealthCare GEHC Stock Holding History

Montag & 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 Q2	$4.48K	Sell	70 -271	-79%	-$17.8K	﹤0.01%	817
2026 Q1	$24.3K	Hold	341	–	–	﹤0.01%	662
2025 Q4	$28K	Buy	341 +175	+105%	+$13.6K	﹤0.01%	666
2025 Q3	$12.5K	Hold	166	–	–	﹤0.01%	737
2025 Q2	$12.3K	Sell	166 -1,140	-87%	-$79.4K	﹤0.01%	726
2025 Q1	$105K	Hold	1,306	–	–	0.01%	496
2024 Q4	$102K	Hold	1,306	–	–	﹤0.01%	496
2024 Q3	$123K	Sell	1,306 -167	-11%	-$14K	0.01%	480
2024 Q2	$115K	Hold	1,473	–	–	0.01%	476
2024 Q1	$134K	Hold	1,473	–	–	0.01%	456
2023 Q4	$114K	Hold	1,473	–	–	0.01%	458
2023 Q3	$100K	Hold	1,473	–	–	0.01%	457
2023 Q2	$120K	Hold	1,473	–	–	0.01%	452
2023 Q1	$121K	Buy	+1,473	New	+$105K	0.01%	444

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

Montag & Associates's GEHC Position: Q2 2026 in Review

Montag & Associates reduced its GE HealthCare (GEHC) stake by 79% in Q2 2026, selling an estimated $17.8K and leaving 70 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Montag & Associates first reported a position in GEHC in Q1 2023 and has held it in 14 quarters since. The position peaked at $134K in Q1 2024. 1,223 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

Montag & Associates held 70 shares of GE HealthCare worth $4.48K as of Q2 2026.
Montag & Associates sold 271 GE HealthCare shares in Q2 2026, an estimated $17.8K.
GE HealthCare made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #817 holding.
Montag & Associates first reported a position in GE HealthCare in Q1 2023 and has held it in 14 quarters since.
Montag & Associates's GE HealthCare position peaked at $134K in Q1 2024.
1,223 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.