Mount Yale Investment Advisors’s GE HealthCare GEHC Stock Holding History

Mount Yale Investment 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 Q2	$229K	Sell	3,584 -3,611	-50%	-$237K	﹤0.01%	1093
2026 Q1	$512K	Buy	7,195 +1,066	+17%	+$84.1K	0.01%	712
2025 Q4	$503K	Buy	+6,129	New	+$478K	0.02%	459
2025 Q3	–	Sell	-1,006	Closed	-$74.5K	–	1034
2025 Q2	$74.5K	Buy	+1,006	New	+$70K	0.01%	709
2023 Q3	–	Sell	-3,814	Closed	-$310K	–	506
2023 Q2	$310K	Buy	+3,814	New	+$304K	0.03%	382

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's GEHC Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its GE HealthCare (GEHC) stake by 50% in Q2 2026, selling an estimated $237K and leaving 3,584 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Mount Yale Investment Advisors first reported a position in GEHC in Q2 2023 and has held it in 5 quarters since. The position peaked at $512K in Q1 2026. 1,232 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

Mount Yale Investment Advisors held 3,584 shares of GE HealthCare worth $229K as of Q2 2026.
Mount Yale Investment Advisors sold 3,611 GE HealthCare shares in Q2 2026, an estimated $237K.
GE HealthCare made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1093 holding.
Mount Yale Investment Advisors first reported a position in GE HealthCare in Q2 2023 and has held it in 5 quarters since.
Mount Yale Investment Advisors's GE HealthCare position peaked at $512K in Q1 2026.
1,232 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.