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Atlantic Family Wealth’s GSK GSK Stock Holding History

Atlantic Family Wealth’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
Q1 		– Sell
-4,510
Closed -$221K – 61
2025
Q4 		$221K Sell
4,510
-1,164
-21% -$54.3K 0.17% 52
2025
Q3 		$245K Sell
5,674
-57
-1% -$2.23K 0.19% 47
2025
Q2 		$220K Buy
+5,731
New +$219K 0.19% 43

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atlantic Family Wealth's GSK Position: Q1 2026 in Review

Atlantic Family Wealth sold out of GSK (GSK) in Q1 2026, closing a stake of 4,510 shares — an estimated $221K sold.

Atlantic Family Wealth first reported a position in GSK in Q2 2025 and held it in 3 quarters. The position peaked at $245K in Q3 2025. 1,038 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

  • Atlantic Family Wealth reported no remaining GSK position as of Q1 2026 after selling out during the quarter.
  • Atlantic Family Wealth sold 4,510 GSK shares in Q1 2026, an estimated $221K.
  • Atlantic Family Wealth first reported a position in GSK in Q2 2025 and held it in 3 quarters.
  • Atlantic Family Wealth's GSK position peaked at $245K in Q3 2025.
  • 1,038 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on Atlantic Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.