Cyndeo Wealth Partners’s GSK GSK Stock Holding History

Cyndeo 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 Q1	–	Sell	-158,715	Closed	-$7.78M	–	492
2025 Q4	$7.78M	Buy	+158,715	New	+$7.4M	0.42%	69
2024 Q4	–	Sell	-14,666	Closed	-$600K	–	452
2024 Q3	$600K	Sell	14,666 -82	-0.6%	-$3.35K	0.04%	272
2024 Q2	$568K	Hold	14,748	–	–	0.04%	265
2024 Q1	$632K	Hold	14,748	–	–	0.05%	240
2023 Q4	$547K	Buy	14,748 +9	+0.1%	+$323	0.05%	244
2023 Q3	$534K	Buy	14,739 +1,455	+11%	+$51.6K	0.06%	218
2023 Q2	$473K	Sell	13,284 -245	-2%	-$8.79K	0.05%	222
2023 Q1	$481K	Buy	+13,529	New	+$473K	0.05%	221

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

Cyndeo Wealth Partners's GSK Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of GSK (GSK) in Q1 2026, closing a stake of 158,715 shares — an estimated $7.78M sold.

Cyndeo Wealth Partners first reported a position in GSK in Q1 2023 and held it in 8 quarters. The position peaked at $7.78M in Q4 2025. 1,035 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

Cyndeo Wealth Partners reported no remaining GSK position as of Q1 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 158,715 GSK shares in Q1 2026, an estimated $7.78M.
Cyndeo Wealth Partners first reported a position in GSK in Q1 2023 and held it in 8 quarters.
Cyndeo Wealth Partners's GSK position peaked at $7.78M in Q4 2025.
1,035 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.