CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s GSK GSK Stock Holding History

CAPTRUST Financial Advisors’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 		$3.41M Sell
61,836
-10,203
-14% -$553K 0.01% 939
2025
Q4 		$3.53M Sell
72,039
-6,605
-8% -$308K 0.01% 809
2025
Q3 		$3.39M Sell
78,644
-6,436
-8% -$251K 0.01% 786
2025
Q2 		$3.27M Buy
85,080
+8,432
+11% +$322K 0.01% 759
2025
Q1 		$2.97M Sell
76,648
-3,874
-5% -$142K 0.01% 748
2024
Q4 		$2.72M Sell
80,522
-1,138,322
-93% -$41M 0.01% 757
2024
Q3 		$49.8M Sell
1,218,844
-8,239
-0.7% -$337K 0.15% 132
2024
Q2 		$47.2M Sell
1,227,083
-213,727
-15% -$8.99M 0.15% 129
2024
Q1 		$52.8M Buy
1,440,810
+226,995
+19% +$9.36M 0.19% 117
2023
Q4 		$45M Sell
1,213,815
-38,321
-3% -$1.38M 0.15% 127
2023
Q3 		$45.4M Sell
1,252,136
-7,151
-0.6% -$254K 0.17% 118
2023
Q2 		$44.9M Sell
1,259,287
-2,195
-0.2% -$78.7K 0.18% 115
2023
Q1 		$44.9M Buy
1,261,482
+73,929
+6% +$2.59M 0.2% 116
2022
Q4 		$41.7M Sell
1,187,553
-95,107
-7% -$3.17M 0.21% 106
2022
Q3 		$37.7M Buy
1,282,660
+457,614
+55% +$17.3M 0.22% 98
2022
Q2 		$45.2M Buy
825,046
+74,523
+10% +$4.11M 0.29% 78
2022
Q1 		$41.4M Buy
750,523
+23,382
+3% +$1.27M 0.27% 92
2021
Q4 		$40.5M Sell
727,141
-3,247
-0.4% -$169K 0.28% 91
2021
Q3 		$35.4M Buy
730,388
+112,045
+18% +$5.63M 0.29% 84
2021
Q2 		$31.1M Buy
618,343
+132,263
+27% +$6.36M 0.29% 81
2021
Q1 		$22.1M Buy
486,080
+6,710
+1% +$305K 0.24% 108
2020
Q4 		$22.4M Buy
479,370
+45,766
+11% +$2.1M 0.3% 91
2020
Q3 		$20.4M Sell
433,604
-12,162
-3% -$609K 0.34% 81
2020
Q2 		$23M Sell
445,766
-4,315
-1% -$221K 0.38% 72
2020
Q1 		$21.2M Buy
450,081
+12,371
+3% +$660K 0.47% 53
2019
Q4 		$25.9M Buy
+437,710
New +$24.3M 0.41% 66

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

CAPTRUST Financial Advisors's GSK Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its GSK (GSK) stake by 14% in Q1 2026, selling an estimated $553K and leaving 61,836 shares worth $3.41M. The position accounts for 0.01% of the portfolio, ranked #939.

CAPTRUST Financial Advisors first reported a position in GSK in Q4 2019 and has held it in 26 quarters since. The position peaked at $52.8M in Q1 2024. 1,031 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

  • CAPTRUST Financial Advisors held 61,836 shares of GSK worth $3.41M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 10,203 GSK shares in Q1 2026, an estimated $553K.
  • GSK made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #939 holding.
  • CAPTRUST Financial Advisors first reported a position in GSK in Q4 2019 and has held it in 26 quarters since.
  • CAPTRUST Financial Advisors's GSK position peaked at $52.8M in Q1 2024.
  • 1,031 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.