Caldwell Trust
GSK icon

Caldwell Trust’s GSK GSK Stock Holding History

Caldwell Trust’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
Q3 		– Sell
-30
Closed -$1.57K – 821
2026
Q2 		$1.57K Buy
+30
New +$1.59K ﹤0.01% 771
2025
Q3 		– Sell
-213
Closed -$8.18K – 758
2025
Q2 		$8.18K Sell
213
-24,420
-99% -$933K ﹤0.01% 650
2025
Q1 		$954K Sell
24,633
-863
-3% -$31.6K 0.1% 165
2024
Q4 		$862K Hold
25,496
– – 0.09% 174
2024
Q3 		$1.04M Sell
25,496
-314
-1% -$12.8K 0.11% 153
2024
Q2 		$994K Buy
25,810
+439
+2% +$18.5K 0.11% 149
2024
Q1 		$1.09M Buy
25,371
+24,435
+2,611% +$1.01M 0.13% 140
2023
Q4 		$34.7K Hold
936
– – ﹤0.01% 489
2023
Q3 		$33.9K Sell
936
-641
-41% -$22.8K ﹤0.01% 485
2023
Q2 		$56.2K Buy
1,577
+56
+4% +$2.01K 0.01% 431
2023
Q1 		$54.1K Sell
1,521
-200
-12% -$7K 0.01% 426
2022
Q4 		$60.5K Sell
1,721
-364
-17% -$12.1K 0.01% 395
2022
Q3 		$61.4K Sell
2,085
-1
-0% -$38 0.01% 402
2022
Q2 		$113K Sell
2,086
-200
-9% -$11K 0.02% 347
2022
Q1 		$124K Sell
2,286
-48
-2% -$2.61K 0.01% 343
2021
Q4 		$129K Buy
2,334
+364
+18% +$18.9K 0.01% 340
2021
Q3 		$94.1K Buy
1,970
+400
+25% +$20.1K 0.01% 369
2021
Q2 		$78.1K Sell
1,570
-332
-17% -$16K 0.01% 391
2021
Q1 		$84.8K Buy
1,902
+364
+24% +$16.5K 0.01% 369
2020
Q4 		$70.7K Buy
1,538
+98
+7% +$4.5K 0.01% 375
2020
Q3 		$67.8K Hold
1,440
– – 0.01% 377
2020
Q2 		$73.4K Hold
1,440
– – 0.01% 373
2020
Q1 		$68.2K Hold
1,440
– – 0.01% 374
2019
Q4 		$84.6K Buy
+1,440
New +$80.1K 0.01% 392

Other funds holding GSK

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Caldwell Trust's GSK Position: Q3 2026 in Review

Caldwell Trust sold out of GSK (GSK) in Q3 2026, closing a stake of 30 shares — an estimated $1.57K sold.

Caldwell Trust first reported a position in GSK in Q4 2019 and held it in 24 quarters. The position peaked at $1.09M in Q1 2024. 408 funds tracked by Wall St. Rank hold GSK as of Q3 2026.

  • Caldwell Trust reported no remaining GSK position as of Q3 2026 after selling out during the quarter.
  • Caldwell Trust sold 30 GSK shares in Q3 2026, an estimated $1.57K.
  • Caldwell Trust first reported a position in GSK in Q4 2019 and held it in 24 quarters.
  • Caldwell Trust's GSK position peaked at $1.09M in Q1 2024.
  • 408 funds tracked by Wall St. Rank held GSK as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.