Bard Financial Services’s GSK GSK Stock Holding History

Bard Financial Services’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
2025 Q3	$6.83M	Buy	158,145 +23,400	+17%	+$914K	0.75%	38
2025 Q2	$5.17M	Buy	134,745 +12,500	+10%	+$478K	0.62%	50
2025 Q1	$4.74M	Buy	122,245 +43,150	+55%	+$1.58M	0.58%	50
2024 Q4	$2.67M	Buy	79,095 +21,950	+38%	+$790K	0.32%	72
2024 Q3	$2.34M	Sell	57,145 -8,000	-12%	-$327K	0.28%	77
2024 Q2	$2.51M	Sell	65,145 -1,400	-2%	-$58.9K	0.26%	78
2024 Q1	$2.85M	Buy	66,545 +25,500	+62%	+$1.05M	0.3%	74
2023 Q4	$1.52M	Buy	41,045 +34,100	+491%	+$1.22M	0.17%	99
2023 Q3	$252K	Buy	6,945 +700	+11%	+$24.8K	0.03%	193
2023 Q2	$223K	Hold	6,245	–	–	0.02%	288
2023 Q1	$222K	Hold	6,245	–	–	0.02%	288
2022 Q4	$219K	Buy	+6,245	New	+$208K	0.02%	272
2021 Q1	–	Sell	-8,196	Closed	-$377K	–	264
2020 Q4	$377K	Buy	+8,196	New	+$376K	0.04%	190

Other funds holding GSK

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 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

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bard Financial Services's GSK Position: Q3 2025 in Review

Bard Financial Services increased its GSK (GSK) stake by 17% in Q3 2025, buying an estimated $914K and bringing the position to 158,145 shares worth $6.83M. The position accounts for 0.75% of the portfolio, ranked #38.

Bard Financial Services first reported a position in GSK in Q4 2020 and has held it in 13 quarters since. 896 funds tracked by Wall St. Rank hold GSK as of Q3 2025.

Bard Financial Services held 158,145 shares of GSK worth $6.83M as of Q3 2025.
Bard Financial Services bought 23,400 GSK shares in Q3 2025, an estimated $914K.
GSK made up 0.75% of Bard Financial Services's portfolio in Q3 2025, its #38 holding.
Bard Financial Services first reported a position in GSK in Q4 2020 and has held it in 13 quarters since.
896 funds tracked by Wall St. Rank held GSK as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.