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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Todd Asset Management's GEHC Position: Q1 2026 in Review

Todd Asset Management reduced its GE HealthCare (GEHC) stake by 0.88% in Q1 2026, selling an estimated $332K and leaving 473,878 shares worth $33.7M. The position accounts for 0.66% of the portfolio, ranked #74.

Todd Asset Management first reported a position in GEHC in Q4 2023 and has held it in 10 quarters since. The position peaked at $39.2M in Q4 2025. 1,263 funds tracked by Wall St. Rank hold GEHC as of Q1 2026.

Todd Asset Management held 473,878 shares of GE HealthCare worth $33.7M as of Q1 2026.
Todd Asset Management sold 4,212 GE HealthCare shares in Q1 2026, an estimated $332K.
GE HealthCare made up 0.66% of Todd Asset Management's portfolio in Q1 2026, its #74 holding.
Todd Asset Management first reported a position in GE HealthCare in Q4 2023 and has held it in 10 quarters since.
Todd Asset Management's GE HealthCare position peaked at $39.2M in Q4 2025.
1,263 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2026.

Based on Todd Asset Management's 13F filing for Q1 2026, filed 12 May 2026.