Schwarz Dygos Wheeler Investment Advisors’s GE HealthCare GEHC Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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	$439K	Sell	6,855 -1,026	-13%	-$67.4K	0.08%	113
2026 Q1	$561K	Buy	7,881 +79	+1%	+$6.23K	0.12%	100
2025 Q4	$640K	Buy	7,802 +1	+0%	+$78	0.13%	95
2025 Q3	$586K	Buy	7,801 +814	+12%	+$60.7K	0.12%	97
2025 Q2	$518K	Buy	6,987 +1,406	+25%	+$97.9K	0.12%	103
2025 Q1	$450K	Buy	5,581 +185	+3%	+$15.9K	0.11%	111
2024 Q4	$422K	Buy	5,396 +58	+1%	+$4.93K	0.1%	111
2024 Q3	$501K	Sell	5,338 -8	-0.1%	-$671	0.12%	102
2024 Q2	$417K	Buy	5,346 +860	+19%	+$70.1K	0.11%	100
2024 Q1	$408K	Buy	4,486 +377	+9%	+$31.4K	0.11%	105
2023 Q4	$318K	Buy	4,109 +228	+6%	+$16K	0.1%	115
2023 Q3	$264K	Buy	3,881 +101	+3%	+$7.35K	0.09%	117
2023 Q2	$307K	Buy	3,780 +12	+0.3%	+$958	0.1%	109
2023 Q1	$309K	Buy	+3,768	New	+$269K	0.11%	104

Other funds holding GEHC

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's GEHC Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its GE HealthCare (GEHC) stake by 13% in Q2 2026, selling an estimated $67.4K and leaving 6,855 shares worth $439K. The position accounts for 0.08% of the portfolio, ranked #113.

Schwarz Dygos Wheeler Investment Advisors first reported a position in GEHC in Q1 2023 and has held it in 14 quarters since. The position peaked at $640K in Q4 2025. 1,223 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 6,855 shares of GE HealthCare worth $439K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors sold 1,026 GE HealthCare shares in Q2 2026, an estimated $67.4K.
GE HealthCare made up 0.08% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #113 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in GE HealthCare in Q1 2023 and has held it in 14 quarters since.
Schwarz Dygos Wheeler Investment Advisors's GE HealthCare position peaked at $640K in Q4 2025.
1,223 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.