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Concord Wealth Partners’s GSK GSK Stock Holding History

Concord Wealth Partners’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 		$42.3K Buy
+806
New +$42.6K ﹤0.01% 387
2026
Q1 		– Sell
-405
Closed -$19.9K – 437
2025
Q4 		$19.9K Buy
405
+1
+0.2% +$47 ﹤0.01% 443
2025
Q3 		$17.4K Sell
404
-359
-47% -$14K ﹤0.01% 471
2025
Q2 		$29.3K Buy
763
+100
+15% +$3.82K ﹤0.01% 412
2025
Q1 		$25.7K Sell
663
-74
-10% -$2.71K ﹤0.01% 406
2024
Q4 		$24.9K Sell
737
-46
-6% -$1.66K ﹤0.01% 425
2024
Q3 		$32K Buy
783
+547
+232% +$22.4K 0.01% 399
2024
Q2 		$9.09K Sell
236
-1,200
-84% -$50.5K ﹤0.01% 519
2024
Q1 		$61.6K Buy
1,436
+590
+70% +$24.3K 0.01% 322
2023
Q4 		$31.4K Sell
846
-1,499
-64% -$53.8K 0.01% 425
2023
Q3 		$85K Buy
2,345
+1,142
+95% +$40.5K 0.02% 304
2023
Q2 		$42.9K Buy
1,203
+40
+3% +$1.44K 0.01% 388
2023
Q1 		$41.4K Sell
1,163
-130
-10% -$4.55K 0.01% 374
2022
Q4 		$45.4K Buy
+1,293
New +$43.1K 0.01% 395
2022
Q3 		– Sell
-1,268
Closed -$69K – 551
2022
Q2 		$69K Sell
1,268
-1,499
-54% -$82.8K 0.02% 318
2022
Q1 		$151K Sell
2,767
-49
-2% -$2.66K 0.04% 228
2021
Q4 		$155K Buy
2,816
+2,266
+412% +$118K 0.04% 224
2021
Q3 		$26K Sell
550
-1,645
-75% -$82.6K 0.01% 331
2021
Q2 		$109K Buy
2,195
+704
+47% +$33.8K 0.03% 222
2021
Q1 		$67K Buy
1,491
+855
+134% +$38.8K 0.02% 286
2020
Q4 		$29K Buy
+636
New +$29.2K 0.02% 264

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

Concord Wealth Partners's GSK Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in GSK (GSK) in Q2 2026: 806 shares worth $42.3K. The stake represents ﹤0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in GSK as recently as Q4 2025.

Concord Wealth Partners first reported a position in GSK in Q4 2020 and has held it in 21 quarters since. The position peaked at $155K in Q4 2021. 1,037 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Concord Wealth Partners held 806 shares of GSK worth $42.3K as of Q2 2026.
  • GSK was a new Concord Wealth Partners position in Q2 2026.
  • GSK made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #387 holding.
  • Concord Wealth Partners first reported a position in GSK in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's GSK position peaked at $155K in Q4 2021.
  • 1,037 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.