Beacon Financial Strategies’s GSK GSK Stock Holding History

Beacon Financial Strategies’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	$595K	Hold	11,358	–	–	0.3%	19
2026 Q1	$627K	Hold	11,358	–	–	0.36%	15
2025 Q4	$557K	Sell	11,358 -336	-3%	-$15.7K	0.31%	18
2025 Q3	$505K	Hold	11,694	–	–	0.3%	18
2025 Q2	$449K	Hold	11,694	–	–	0.28%	21
2025 Q1	$453K	Hold	11,694	–	–	0.31%	20
2024 Q4	$395K	Hold	11,694	–	–	0.26%	23
2024 Q3	$478K	Hold	11,694	–	–	0.33%	18
2024 Q2	$450K	Buy	+11,694	New	+$492K	0.32%	19

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

Beacon Financial Strategies's GSK Position: Q2 2026 in Review

Beacon Financial Strategies held its GSK (GSK) position steady in Q2 2026 at 11,358 shares worth $595K. The position accounts for 0.3% of the portfolio, ranked #19.

Beacon Financial Strategies first reported a position in GSK in Q2 2024 and has held it in 9 quarters since. The position peaked at $627K in Q1 2026. 1,040 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

Beacon Financial Strategies held 11,358 shares of GSK worth $595K as of Q2 2026.
Beacon Financial Strategies left its GSK share count unchanged in Q2 2026.
GSK made up 0.3% of Beacon Financial Strategies's portfolio in Q2 2026, its #19 holding.
Beacon Financial Strategies first reported a position in GSK in Q2 2024 and has held it in 9 quarters since.
Beacon Financial Strategies's GSK position peaked at $627K in Q1 2026.
1,040 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.