P
GRX

&Partners’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

&Partners’s Portfolio GRX Stock Details GRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$946K Sell
104,536
-14,178
-12% -$136K ﹤0.01% 1337
2025
Q4 		$1.14M Buy
+118,714
New +$1.12M 0.01% 1144

Other funds holding GRX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

&Partners's GRX Position: Q1 2026 in Review

&Partners reduced its Gabelli Healthcare & Wellness Trust (GRX) stake by 12% in Q1 2026, selling an estimated $136K and leaving 104,536 shares worth $946K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

&Partners first reported a position in GRX in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.14M in Q4 2025. 51 funds tracked by Wall St. Rank hold GRX as of Q1 2026.

  • &Partners held 104,536 shares of Gabelli Healthcare & Wellness Trust worth $946K as of Q1 2026.
  • &Partners sold 14,178 Gabelli Healthcare & Wellness Trust shares in Q1 2026, an estimated $136K.
  • Gabelli Healthcare & Wellness Trust made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1337 holding.
  • &Partners first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2025 and has held it in 2 quarters since.
  • &Partners's Gabelli Healthcare & Wellness Trust position peaked at $1.14M in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.