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Avior Wealth Management’s GSK GSK Stock Holding History

Avior Wealth Management’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 		$205K Buy
+3,912
New +$207K 0.01% 755
2025
Q1 		– Sell
-894
Closed -$30.2K – 1401
2024
Q4 		$30.2K Buy
894
+27
+3% +$972 ﹤0.01% 1312
2024
Q3 		$35.4K Buy
867
+188
+28% +$7.69K ﹤0.01% 1241
2024
Q2 		$26.1K Sell
679
-4,055
-86% -$171K ﹤0.01% 1292
2024
Q1 		$203K Buy
4,734
+2,036
+75% +$84K 0.01% 706
2023
Q4 		$100K Sell
2,698
-11
-0.4% -$395 0.01% 615
2023
Q3 		$98.2K Buy
2,709
+11
+0.4% +$390 0.01% 629
2023
Q2 		$96.2K Hold
2,698
– – 0.01% 637
2023
Q1 		$96K Buy
2,698
+2,498
+1,249% +$87.4K 0.01% 648
2022
Q4 		$7.03K Sell
200
-280
-58% -$9.33K ﹤0.01% 908
2022
Q3 		$14K Hold
480
– – ﹤0.01% 798
2022
Q2 		$26K Sell
480
-294
-38% -$16.2K ﹤0.01% 643
2022
Q1 		$42K Buy
774
+294
+61% +$16K ﹤0.01% 620
2021
Q4 		$26K Buy
480
+78
+19% +$4.06K ﹤0.01% 663
2021
Q3 		$19K Buy
+402
New +$20.2K ﹤0.01% 680
2021
Q1 		– Sell
-798
Closed -$36K – 1066
2020
Q4 		$36K Buy
+798
New +$36.7K ﹤0.01% 526
2019
Q1 		– Sell
-162
Closed -$7K – 673
2018
Q4 		$7K Buy
162
+18
+13% +$886 ﹤0.01% 591
2018
Q3 		$7K Hold
144
– – ﹤0.01% 604
2018
Q2 		$7K Sell
144
-515
-78% -$25.9K ﹤0.01% 615
2018
Q1 		$32K Sell
659
-152
-19% -$7.08K 0.01% 513
2017
Q4 		$36K Buy
811
+144
+22% +$6.65K 0.01% 502
2017
Q3 		$34K Buy
667
+152
+30% +$7.71K 0.01% 240
2017
Q2 		$28K Sell
515
-1,480
-74% -$78.9K 0.01% 228
2017
Q1 		$105K Buy
1,995
+1,887
+1,747% +$95.7K 0.04% 184
2016
Q4 		$5K Buy
+108
New +$5.33K ﹤0.01% 385
2014
Q2 		– Sell
-320
Closed -$21K – 332
2014
Q1 		$21K Buy
+320
New +$21.6K 0.02% 187

Other funds holding GSK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Avior Wealth Management's GSK Position: Q2 2026 in Review

Avior Wealth Management opened a new position in GSK (GSK) in Q2 2026: 3,912 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #755 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in GSK as recently as Q4 2024.

Avior Wealth Management first reported a position in GSK in Q1 2014 and has held it in 26 quarters since. 161 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Avior Wealth Management held 3,912 shares of GSK worth $205K as of Q2 2026.
  • GSK was a new Avior Wealth Management position in Q2 2026.
  • GSK made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #755 holding.
  • Avior Wealth Management first reported a position in GSK in Q1 2014 and has held it in 26 quarters since.
  • 161 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.