Todd Asset Management’s GE HealthCare GEHC Stock Holding History

Todd Asset Management’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	$31M	Buy	483,634 +9,756	+2%	+$641K	0.55%	77
2026 Q1	$33.7M	Sell	473,878 -4,212	-0.9%	-$332K	0.66%	74
2025 Q4	$39.2M	Sell	478,090 -871	-0.2%	-$67.9K	0.76%	63
2025 Q3	$36M	Buy	478,961 +85,163	+22%	+$6.35M	0.73%	70
2025 Q2	$29.2M	Buy	393,798 +74,349	+23%	+$5.18M	0.63%	83
2025 Q1	$25.8M	Buy	319,449 +189	+0.1%	+$16.2K	0.61%	81
2024 Q4	$25M	Buy	319,260 +5,173	+2%	+$440K	0.6%	86
2024 Q3	$29.5M	Sell	314,087 -1,969	-0.6%	-$165K	0.69%	67
2024 Q2	$24.6M	Sell	316,056 -1,759	-0.6%	-$143K	0.51%	92
2024 Q1	$28.9M	Buy	317,815 +186,607	+142%	+$15.5M	0.59%	80
2023 Q4	$10.1M	Buy	+131,208	New	+$9.19M	0.22%	141

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

Todd Asset Management's GEHC Position: Q2 2026 in Review

Todd Asset Management increased its GE HealthCare (GEHC) stake by 2.1% in Q2 2026, buying an estimated $641K and bringing the position to 483,634 shares worth $31M. The position accounts for 0.55% of the portfolio, ranked #77.

Todd Asset Management first reported a position in GEHC in Q4 2023 and has held it in 11 quarters since. The position peaked at $39.2M in Q4 2025. 1,226 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

Todd Asset Management held 483,634 shares of GE HealthCare worth $31M as of Q2 2026.
Todd Asset Management bought 9,756 GE HealthCare shares in Q2 2026, an estimated $641K.
GE HealthCare made up 0.55% of Todd Asset Management's portfolio in Q2 2026, its #77 holding.
Todd Asset Management first reported a position in GE HealthCare in Q4 2023 and has held it in 11 quarters since.
Todd Asset Management's GE HealthCare position peaked at $39.2M in Q4 2025.
1,226 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on Todd Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.