Saba Capital Management’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Saba Capital Management’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	$19.2M	Hold	2,118,201	–	–	0.61%	41
2025 Q4	$20.4M	Buy	2,118,201 +67,166	+3%	+$631K	0.68%	39
2025 Q3	$18.6M	Buy	2,051,035 +74,160	+4%	+$691K	0.61%	46
2025 Q2	$18.7M	Buy	1,976,875 +20,387	+1%	+$194K	0.51%	52
2025 Q1	$19.7M	Buy	1,956,488 +45,454	+2%	+$455K	0.54%	36
2024 Q4	$18.4M	Buy	1,911,034 +64,135	+3%	+$664K	0.46%	48
2024 Q3	$20.2M	Buy	1,846,899 +297,119	+19%	+$3.13M	0.44%	56
2024 Q2	$14.8M	Buy	1,549,780 +733,339	+90%	+$7.06M	0.33%	74
2024 Q1	$8.36M	Buy	816,441 +480,581	+143%	+$4.69M	0.18%	99
2023 Q4	$3.13M	Buy	+335,860	New	+$2.89M	0.08%	172

Other funds holding GRX

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evolve Private Wealth Los Angeles, California $1.87B AUM

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return