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Night Owl Capital Management’s GE HealthCare GEHC Stock Holding History

Night Owl Capital 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 		$18.1M Buy
283,292
+4,734
+2% +$311K 1.9% 20
2026
Q1 		$19.8M Buy
278,558
+1,927
+0.7% +$152K 2.31% 19
2025
Q4 		$22.7M Buy
+276,631
New +$21.6M 2.49% 16

Other funds holding GEHC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Night Owl Capital Management's GEHC Position: Q2 2026 in Review

Night Owl Capital Management increased its GE HealthCare (GEHC) stake by 1.7% in Q2 2026, buying an estimated $311K and bringing the position to 283,292 shares worth $18.1M. The position accounts for 1.9% of the portfolio, ranked #20.

Night Owl Capital Management first reported a position in GEHC in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.7M in Q4 2025. 1,224 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

  • Night Owl Capital Management held 283,292 shares of GE HealthCare worth $18.1M as of Q2 2026.
  • Night Owl Capital Management bought 4,734 GE HealthCare shares in Q2 2026, an estimated $311K.
  • GE HealthCare made up 1.9% of Night Owl Capital Management's portfolio in Q2 2026, its #20 holding.
  • Night Owl Capital Management first reported a position in GE HealthCare in Q4 2025 and has held it in 3 quarters since.
  • Night Owl Capital Management's GE HealthCare position peaked at $22.7M in Q4 2025.
  • 1,224 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on Night Owl Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.