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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
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

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

Caldwell Trust's GSK Position: Q2 2026 in Review

Caldwell Trust opened a new position in GSK (GSK) in Q2 2026: 30 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #771 among its holdings. This is a return to the name: Caldwell Trust previously reported a position in GSK as recently as Q2 2025.

Caldwell Trust first reported a position in GSK in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.09M in Q1 2024. 1,043 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Caldwell Trust held 30 shares of GSK worth $1.57K as of Q2 2026.
  • GSK was a new Caldwell Trust position in Q2 2026.
  • GSK made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #771 holding.
  • Caldwell Trust first reported a position in GSK in Q4 2019 and has held it in 24 quarters since.
  • Caldwell Trust's GSK position peaked at $1.09M in Q1 2024.
  • 1,043 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.