SPIA
GRX

Steward Partners Investment Advisory’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-2,350
Closed -$21.3K – 4380
2025
Q3 		$21.3K Hold
2,350
– – ﹤0.01% 3068
2025
Q2 		$22.2K Hold
2,350
– – ﹤0.01% 2875
2025
Q1 		$23.7K Hold
2,350
– – ﹤0.01% 2728
2024
Q4 		$22.7K Buy
+2,350
New +$24.3K ﹤0.01% 2723
2024
Q3 		– Sell
-226
Closed -$2.17K – 3787
2024
Q2 		$2.17K Sell
226
-4,924
-96% -$47.4K ﹤0.01% 3273
2024
Q1 		$52.7K Buy
5,150
+4,550
+758% +$44.4K ﹤0.01% 2085
2023
Q4 		$5.6K Hold
600
– – ﹤0.01% 2920
2023
Q3 		$5.15K Buy
+600
New +$5.73K ﹤0.01% 2811
2020
Q3 		– Sell
-830
Closed -$8K – 2786
2020
Q2 		$8K Hold
830
– – ﹤0.01% 2122
2020
Q1 		$7K Hold
830
– – ﹤0.01% 1964
2019
Q4 		$9K Hold
830
– – ﹤0.01% 2051
2019
Q3 		$8K Hold
830
– – ﹤0.01% 2087
2019
Q2 		$8K Buy
+830
New +$8.7K ﹤0.01% 2072
2018
Q4 		– Sell
-830
Closed -$9K – 1326
2018
Q3 		$9K Hold
830
– – ﹤0.01% 1916
2018
Q2 		$8K Hold
830
– – ﹤0.01% 1814
2018
Q1 		$7K Hold
830
– – ﹤0.01% 1690
2017
Q4 		$8K Hold
830
– – ﹤0.01% 1403
2017
Q3 		$8K Hold
830
– – ﹤0.01% 1169
2017
Q2 		$9K Hold
830
– – ﹤0.01% 1065
2017
Q1 		$8K Hold
830
– – ﹤0.01% 999
2016
Q4 		$7K Buy
+830
New +$8.08K ﹤0.01% 610

Other funds holding GRX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Steward Partners Investment Advisory's GRX Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q4 2025, closing a stake of 2,350 shares — an estimated $21.3K sold.

Steward Partners Investment Advisory first reported a position in GRX in Q4 2016 and held it in 21 quarters. The position peaked at $52.7K in Q1 2024. 53 funds tracked by Wall St. Rank hold GRX as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Gabelli Healthcare & Wellness Trust position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,350 Gabelli Healthcare & Wellness Trust shares in Q4 2025, an estimated $21.3K.
  • Steward Partners Investment Advisory first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2016 and held it in 21 quarters.
  • Steward Partners Investment Advisory's Gabelli Healthcare & Wellness Trust position peaked at $52.7K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.