CIA
GSK icon

Cape Investment Advisory’s GSK GSK Stock Holding History

Cape Investment Advisory’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
Q1 		$526K Buy
9,533
+1,969
+26% +$107K 0.18% 113
2025
Q4 		$371K Buy
7,564
+565
+8% +$26.4K 0.11% 141
2025
Q3 		$302K Sell
6,999
-50
-0.7% -$1.95K 0.3% 84
2025
Q2 		$271K Buy
7,049
+23
+0.3% +$879 0.1% 157
2025
Q1 		$272K Sell
7,026
-158
-2% -$5.78K 0.11% 145
2024
Q4 		$243K Buy
7,184
+818
+13% +$29.4K 0.1% 155
2024
Q3 		$260K Buy
6,366
+31
+0.5% +$1.27K 0.11% 142
2024
Q2 		$244K Sell
6,335
-347
-5% -$14.6K 0.11% 132
2024
Q1 		$286K Sell
6,682
-4
-0.1% -$165 0.13% 114
2023
Q4 		$248K Buy
6,686
+308
+5% +$11.1K 0.12% 125
2023
Q3 		$231K Buy
6,378
+5,280
+481% +$187K 0.13% 117
2023
Q2 		$39.1K Sell
1,098
-4,063
-79% -$146K 0.02% 324
2023
Q1 		$184K Buy
+5,161
New +$181K 0.11% 129

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cape Investment Advisory's GSK Position: Q1 2026 in Review

Cape Investment Advisory increased its GSK (GSK) stake by 26% in Q1 2026, buying an estimated $107K and bringing the position to 9,533 shares worth $526K. The position accounts for 0.18% of the portfolio, ranked #113.

Cape Investment Advisory first reported a position in GSK in Q1 2023 and has held it in 13 quarters since. 1,031 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

  • Cape Investment Advisory held 9,533 shares of GSK worth $526K as of Q1 2026.
  • Cape Investment Advisory bought 1,969 GSK shares in Q1 2026, an estimated $107K.
  • GSK made up 0.18% of Cape Investment Advisory's portfolio in Q1 2026, its #113 holding.
  • Cape Investment Advisory first reported a position in GSK in Q1 2023 and has held it in 13 quarters since.
  • 1,031 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.