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River Road Asset Management’s GE HealthCare GEHC Stock Holding History

River Road Asset 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 		$84.5M Sell
1,319,999
-23,188
-2% -$1.52M 0.94% 37
2026
Q1 		$95.6M Sell
1,343,187
-67,661
-5% -$5.34M 1.08% 29
2025
Q4 		$116M Sell
1,410,848
-544,402
-28% -$42.4M 1.27% 21
2025
Q3 		$147M Buy
1,955,250
+706,948
+57% +$52.7M 1.65% 14
2025
Q2 		$89M Buy
1,248,302
+689,388
+123% +$48M 1.13% 25
2025
Q1 		$45.1M Buy
558,914
+461,451
+473% +$39.7M 0.61% 67
2024
Q4 		$7.62M Sell
97,463
-156,269
-62% -$13.3M 0.1% 137
2024
Q3 		$23.8M Sell
253,732
-219,081
-46% -$18.4M 0.31% 93
2024
Q2 		$36.8M Buy
472,813
+219,261
+86% +$17.9M 0.53% 74
2024
Q1 		$23.1M Sell
253,552
-209,108
-45% -$17.4M 0.31% 94
2023
Q4 		$35.8M Buy
462,660
+376,958
+440% +$26.4M 0.5% 73
2023
Q3 		$5.83M Buy
+85,702
New +$6.24M 0.08% 146

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

River Road Asset Management's GEHC Position: Q2 2026 in Review

River Road Asset Management reduced its GE HealthCare (GEHC) stake by 1.7% in Q2 2026, selling an estimated $1.52M and leaving 1,319,999 shares worth $84.5M. The position accounts for 0.94% of the portfolio, ranked #37.

River Road Asset Management first reported a position in GEHC in Q3 2023 and has held it in 12 quarters since. The position peaked at $147M in Q3 2025. 1,223 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

  • River Road Asset Management held 1,319,999 shares of GE HealthCare worth $84.5M as of Q2 2026.
  • River Road Asset Management sold 23,188 GE HealthCare shares in Q2 2026, an estimated $1.52M.
  • GE HealthCare made up 0.94% of River Road Asset Management's portfolio in Q2 2026, its #37 holding.
  • River Road Asset Management first reported a position in GE HealthCare in Q3 2023 and has held it in 12 quarters since.
  • River Road Asset Management's GE HealthCare position peaked at $147M in Q3 2025.
  • 1,223 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on River Road Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.