SA
GRX

Sanctuary Advisors’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Sanctuary Advisors’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
2025
Q1 		– Sell
-150,226
Closed -$1.55M – 2291
2024
Q4 		$1.55M Buy
150,226
+10,486
+8% +$109K 0.01% 1008
2024
Q3 		$1.42M Buy
139,740
+27,742
+25% +$292K 0.01% 1077
2024
Q2 		$1.06M Buy
+111,998
New +$1.08M 0.01% 1167

Other funds holding GRX

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Sanctuary Advisors's GRX Position: Q1 2025 in Review

Sanctuary Advisors sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q1 2025, closing a stake of 150,226 shares — an estimated $1.55M sold.

Sanctuary Advisors first reported a position in GRX in Q2 2024 and held it in 3 quarters. The position peaked at $1.55M in Q4 2024. 61 funds tracked by Wall St. Rank hold GRX as of Q1 2025.

  • Sanctuary Advisors reported no remaining Gabelli Healthcare & Wellness Trust position as of Q1 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 150,226 Gabelli Healthcare & Wellness Trust shares in Q1 2025, an estimated $1.55M.
  • Sanctuary Advisors first reported a position in Gabelli Healthcare & Wellness Trust in Q2 2024 and held it in 3 quarters.
  • Sanctuary Advisors's Gabelli Healthcare & Wellness Trust position peaked at $1.55M in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.