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Birchwood Financial Partners’s GSK GSK Stock Holding History

Birchwood Financial Partners’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 		$14.9K Hold
284
– – 0.01% 253
2026
Q1 		$15.7K Hold
284
– – 0.02% 247
2025
Q4 		$13.9K Buy
+284
New +$13.2K 0.01% 255

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
Wellington Management Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Birchwood Financial Partners's GSK Position: Q2 2026 in Review

Birchwood Financial Partners held its GSK (GSK) position steady in Q2 2026 at 284 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #253.

Birchwood Financial Partners first reported a position in GSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.7K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Birchwood Financial Partners held 284 shares of GSK worth $14.9K as of Q2 2026.
  • Birchwood Financial Partners left its GSK share count unchanged in Q2 2026.
  • GSK made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #253 holding.
  • Birchwood Financial Partners first reported a position in GSK in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's GSK position peaked at $15.7K in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.