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	–	2292
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

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

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

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

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

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

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

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

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return