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United Capital Financial Advisors’s GE HealthCare GEHC Stock Holding History

United Capital Financial 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 		$843K Sell
13,166
-1,202
-8% -$79K ﹤0.01% 872
2026
Q1 		$1.02M Buy
14,368
+1,141
+9% +$90K 0.01% 748
2025
Q4 		$1.08M Buy
13,227
+2,141
+19% +$167K 0.01% 711
2025
Q3 		$833K Buy
11,086
+1,591
+17% +$119K 0.01% 698
2025
Q2 		$703K Sell
9,495
-1,784
-16% -$124K 0.01% 689
2025
Q1 		$910K Buy
11,279
+818
+8% +$70.3K 0.01% 588
2024
Q4 		$818K Sell
10,461
-2,340
-18% -$199K 0.01% 600
2024
Q3 		$1.2M Sell
12,801
-141
-1% -$11.8K 0.01% 501
2024
Q2 		$1.01M Sell
12,942
-914
-7% -$74.6K 0.01% 524
2024
Q1 		$1.26M Sell
13,856
-922
-6% -$76.7K 0.01% 513
2023
Q4 		$1.14M Buy
14,778
+6,712
+83% +$470K 0.01% 525
2023
Q3 		$549K Sell
8,066
-1,756
-18% -$128K ﹤0.01% 624
2023
Q2 		$798K Sell
9,822
-602
-6% -$48K ﹤0.01% 595
2023
Q1 		$855K Buy
+10,424
New +$744K ﹤0.01% 620

Other funds holding GEHC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

United Capital Financial Advisors's GEHC Position: Q2 2026 in Review

United Capital Financial Advisors reduced its GE HealthCare (GEHC) stake by 8.4% in Q2 2026, selling an estimated $79K and leaving 13,166 shares worth $843K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

United Capital Financial Advisors first reported a position in GEHC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.26M in Q1 2024. 1,223 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

  • United Capital Financial Advisors held 13,166 shares of GE HealthCare worth $843K as of Q2 2026.
  • United Capital Financial Advisors sold 1,202 GE HealthCare shares in Q2 2026, an estimated $79K.
  • GE HealthCare made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #872 holding.
  • United Capital Financial Advisors first reported a position in GE HealthCare in Q1 2023 and has held it in 14 quarters since.
  • United Capital Financial Advisors's GE HealthCare position peaked at $1.26M in Q1 2024.
  • 1,223 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.