Beverly Hills Private Wealth’s GSK GSK Stock Holding History

Beverly Hills Private 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 Q2	$1.74M	Sell	33,201 -9,231	-22%	-$488K	0.33%	79
2026 Q1	$2.34M	Buy	42,432 +5,209	+14%	+$282K	0.39%	70
2025 Q4	$1.83M	Sell	37,223 -1,798	-5%	-$83.9K	0.31%	83
2025 Q3	$1.68M	Buy	39,021 +1,459	+4%	+$57K	0.3%	95
2025 Q2	$1.44M	Buy	37,562 +4,464	+13%	+$171K	0.27%	97
2025 Q1	$1.28M	Buy	33,098 +3,701	+13%	+$135K	0.25%	103
2024 Q4	$994K	Buy	29,397 +14,288	+95%	+$514K	0.2%	119
2024 Q3	$618K	Buy	15,109 +2,163	+17%	+$88.5K	0.12%	160
2024 Q2	$498K	Sell	12,946 -11,555	-47%	-$486K	0.11%	187
2024 Q1	$1.05M	Buy	24,501 +5,190	+27%	+$214K	0.24%	101
2023 Q4	$716K	Buy	19,311 +2,009	+12%	+$72.1K	0.19%	120
2023 Q3	$627K	Sell	17,302 -6,681	-28%	-$237K	0.19%	120
2023 Q2	$825K	Buy	23,983 +18,133	+310%	+$650K	0.14%	161
2023 Q1	$208K	Buy	+5,850	New	+$205K	0.06%	258

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

Beverly Hills Private Wealth's GSK Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its GSK (GSK) stake by 22% in Q2 2026, selling an estimated $488K and leaving 33,201 shares worth $1.74M. The position accounts for 0.33% of the portfolio, ranked #79.

Beverly Hills Private Wealth first reported a position in GSK in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.34M in Q1 2026. 1,038 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

Beverly Hills Private Wealth held 33,201 shares of GSK worth $1.74M as of Q2 2026.
Beverly Hills Private Wealth sold 9,231 GSK shares in Q2 2026, an estimated $488K.
GSK made up 0.33% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #79 holding.
Beverly Hills Private Wealth first reported a position in GSK in Q1 2023 and has held it in 14 quarters since.
Beverly Hills Private Wealth's GSK position peaked at $2.34M in Q1 2026.
1,038 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.