CWS
GSK icon

Confluence Wealth Services’s GSK GSK Stock Holding History

Confluence Wealth Services’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 		$203K Buy
+3,882
New +$205K 0.01% 466
2022
Q2 		– Sell
-4,759
Closed -$259K – 274
2022
Q1 		$259K Buy
+4,759
New +$258K 0.09% 206

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

Confluence Wealth Services's GSK Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in GSK (GSK) in Q2 2026: 3,882 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #466 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in GSK as recently as Q1 2022.

Confluence Wealth Services first reported a position in GSK in Q1 2022 and has held it in 2 quarters since. The position peaked at $259K in Q1 2022. 1,040 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Confluence Wealth Services held 3,882 shares of GSK worth $203K as of Q2 2026.
  • GSK was a new Confluence Wealth Services position in Q2 2026.
  • GSK made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #466 holding.
  • Confluence Wealth Services first reported a position in GSK in Q1 2022 and has held it in 2 quarters since.
  • Confluence Wealth Services's GSK position peaked at $259K in Q1 2022.
  • 1,040 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.