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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
Q2 		$484K Sell
9,228
-305
-3% -$16.1K 0.13% 133
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 $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

Cape Investment Advisory's GSK Position: Q2 2026 in Review

Cape Investment Advisory reduced its GSK (GSK) stake by 3.2% in Q2 2026, selling an estimated $16.1K and leaving 9,228 shares worth $484K. The position accounts for 0.13% of the portfolio, ranked #133.

Cape Investment Advisory first reported a position in GSK in Q1 2023 and has held it in 14 quarters since. The position peaked at $526K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Cape Investment Advisory held 9,228 shares of GSK worth $484K as of Q2 2026.
  • Cape Investment Advisory sold 305 GSK shares in Q2 2026, an estimated $16.1K.
  • GSK made up 0.13% of Cape Investment Advisory's portfolio in Q2 2026, its #133 holding.
  • Cape Investment Advisory first reported a position in GSK in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's GSK position peaked at $526K in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.