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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
Q2 		– Sell
-2,882
Closed -$205K – 305
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

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

Oxford Financial Group's GEHC Position: Q2 2026 in Review

Oxford Financial Group sold out of GE HealthCare (GEHC) in Q2 2026, closing a stake of 2,882 shares — an estimated $205K sold.

Oxford Financial Group first reported a position in GEHC in Q1 2023 and held it in 12 quarters. The position peaked at $349K in Q3 2024. 1,229 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

  • Oxford Financial Group reported no remaining GE HealthCare position as of Q2 2026 after selling out during the quarter.
  • Oxford Financial Group sold 2,882 GE HealthCare shares in Q2 2026, an estimated $205K.
  • Oxford Financial Group first reported a position in GE HealthCare in Q1 2023 and held it in 12 quarters.
  • Oxford Financial Group's GE HealthCare position peaked at $349K in Q3 2024.
  • 1,229 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.