Cherry Tree Wealth Management’s GSK GSK Stock Holding History

Cherry Tree Wealth Management’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	$4.97K	Sell	90 -320	-78%	-$17.3K	﹤0.01%	484
2025 Q4	$20.1K	Hold	410	–	–	﹤0.01%	354
2025 Q3	$17.7K	Hold	410	–	–	﹤0.01%	351
2025 Q2	$15.7K	Sell	410 -136	-25%	-$5.2K	﹤0.01%	362
2025 Q1	$21.2K	Buy	546 +136	+33%	+$4.98K	0.01%	348
2024 Q4	$13.9K	Sell	410 -132	-24%	-$4.75K	﹤0.01%	376
2024 Q3	$22.2K	Hold	542	–	–	0.01%	331
2024 Q2	$20.9K	Hold	542	–	–	0.01%	323
2024 Q1	$23.2K	Hold	542	–	–	0.01%	310
2023 Q4	$20.1K	Hold	542	–	–	0.01%	303
2023 Q3	$19.6K	Hold	542	–	–	0.01%	295
2023 Q2	$19.3K	Buy	+542	New	+$19.4K	0.01%	294

Other funds holding GSK

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cherry Tree Wealth Management's GSK Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its GSK (GSK) stake by 78% in Q1 2026, selling an estimated $17.3K and leaving 90 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Cherry Tree Wealth Management first reported a position in GSK in Q2 2023 and has held it in 12 quarters since. The position peaked at $23.2K in Q1 2024. 1,035 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

Cherry Tree Wealth Management held 90 shares of GSK worth $4.97K as of Q1 2026.
Cherry Tree Wealth Management sold 320 GSK shares in Q1 2026, an estimated $17.3K.
GSK made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #484 holding.
Cherry Tree Wealth Management first reported a position in GSK in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's GSK position peaked at $23.2K in Q1 2024.
1,035 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.