Advisory Research’s GSK GSK Stock Holding History

Advisory Research’s Portfolio GSK Stock Details GSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.3M	Buy	215,664 +11,382	+6%	+$602K	1.13%	26
2026 Q1	$11.3M	Sell	204,282 -119,556	-37%	-$6.48M	1.39%	27
2025 Q4	$15.9M	Buy	323,838 +7,074	+2%	+$330K	2%	19
2025 Q3	$13.7M	Buy	316,764 +76,343	+32%	+$2.98M	1.8%	20
2025 Q2	$9.23M	Buy	240,421 +13,172	+6%	+$503K	1.42%	23
2025 Q1	$8.8M	Sell	227,249 -14,725	-6%	-$539K	1.55%	23
2024 Q4	$8.18M	Sell	241,974 -20,103	-8%	-$724K	1.36%	25
2024 Q3	$10.7M	Sell	262,077 -5,842	-2%	-$239K	1.9%	19
2024 Q2	$10.3M	Buy	267,919 +143,346	+115%	+$6.03M	1.94%	16
2024 Q1	$5.34M	Sell	124,573 -7,367	-6%	-$304K	1.06%	31
2023 Q4	$4.89M	Buy	131,940 +6,099	+5%	+$219K	0.75%	33
2023 Q3	$4.56M	Buy	125,841 +115,026	+1,064%	+$4.08M	0.63%	34
2023 Q2	$385K	Buy	10,815 +2,418	+29%	+$86.7K	0.05%	338
2023 Q1	$299K	Buy	+8,397	New	+$294K	0.05%	292
2015 Q1	–	Sell	-11,332	Closed	-$605K	–	342
2014 Q4	$605K	Sell	11,332 -1,808	-14%	-$101K	0.01%	293
2014 Q3	$755K	Buy	13,140 +1,236	+10%	+$75.8K	0.01%	277
2014 Q2	$796K	Sell	11,904 -1,488	-11%	-$101K	0.01%	270
2014 Q1	$894K	Buy	13,392 +560	+4%	+$37.9K	0.01%	256
2013 Q4	$856K	Sell	12,832 -5,384	-30%	-$349K	0.01%	253
2013 Q3	$1.14M	Sell	18,216 -4,792	-21%	-$308K	0.01%	233
2013 Q2	$1.44M	Buy	+23,008	New	+$1.46M	0.02%	218

Other funds holding GSK

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Advisory Research's GSK Position: Q2 2026 in Review

Advisory Research increased its GSK (GSK) stake by 5.6% in Q2 2026, buying an estimated $602K and bringing the position to 215,664 shares worth $11.3M. The position accounts for 1.13% of the portfolio, ranked #26.

Advisory Research first reported a position in GSK in Q2 2013 and has held it in 21 quarters since. The position peaked at $15.9M in Q4 2025. 1,040 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

Advisory Research held 215,664 shares of GSK worth $11.3M as of Q2 2026.
Advisory Research bought 11,382 GSK shares in Q2 2026, an estimated $602K.
GSK made up 1.13% of Advisory Research's portfolio in Q2 2026, its #26 holding.
Advisory Research first reported a position in GSK in Q2 2013 and has held it in 21 quarters since.
Advisory Research's GSK position peaked at $15.9M in Q4 2025.
1,040 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.