Oxford Financial Group’s GE HealthCare GEHC Stock Holding History

Oxford Financial Group’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	$205K	Sell	2,882 -97	-3%	-$7.65K	0.01%	242
2025 Q4	$244K	Sell	2,979 -25	-0.8%	-$1.95K	0.01%	209
2025 Q3	$226K	Buy	3,004 +57	+2%	+$4.25K	0.01%	212
2025 Q2	$218K	Sell	2,947 -402	-12%	-$28K	0.01%	198
2025 Q1	$270K	Buy	3,349 +32	+1%	+$2.75K	0.02%	185
2024 Q4	$259K	Sell	3,317 -403	-11%	-$34.3K	0.02%	218
2024 Q3	$349K	Sell	3,720 -26	-0.7%	-$2.18K	0.02%	185
2024 Q2	$292K	Buy	3,746 +704	+23%	+$57.4K	0.02%	221
2024 Q1	$277K	Buy	3,042 +176	+6%	+$14.6K	0.02%	191
2023 Q4	$222K	Buy	+2,866	New	+$201K	0.02%	221
2023 Q3	–	Sell	-2,917	Closed	-$237K	–	275
2023 Q2	$237K	Sell	2,917 -27	-0.9%	-$2.15K	0.02%	206
2023 Q1	$241K	Buy	+2,944	New	+$210K	0.03%	169

Other funds holding GEHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Oxford Financial Group's GEHC Position: Q1 2026 in Review

Oxford Financial Group reduced its GE HealthCare (GEHC) stake by 3.3% in Q1 2026, selling an estimated $7.65K and leaving 2,882 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #242.

Oxford Financial Group first reported a position in GEHC in Q1 2023 and has held it in 12 quarters since. The position peaked at $349K in Q3 2024. 1,265 funds tracked by Wall St. Rank hold GEHC as of Q1 2026.

Oxford Financial Group held 2,882 shares of GE HealthCare worth $205K as of Q1 2026.
Oxford Financial Group sold 97 GE HealthCare shares in Q1 2026, an estimated $7.65K.
GE HealthCare made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #242 holding.
Oxford Financial Group first reported a position in GE HealthCare in Q1 2023 and has held it in 12 quarters since.
Oxford Financial Group's GE HealthCare position peaked at $349K in Q3 2024.
1,265 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.