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Cypress Wealth Services’s GSK GSK Stock Holding History

Cypress 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 		$611K Sell
11,650
-122
-1% -$6.45K 0.07% 201
2026
Q1 		$650K Sell
11,772
-21
-0.2% -$1.14K 0.09% 177
2025
Q4 		$578K Buy
11,793
+151
+1% +$7.04K 0.08% 194
2025
Q3 		$502K Buy
11,642
+53
+0.5% +$2.07K 0.08% 180
2025
Q2 		$445K Buy
11,589
+145
+1% +$5.54K 0.08% 188
2025
Q1 		$443K Sell
11,444
-522
-4% -$19.1K 0.09% 166
2024
Q4 		$405K Buy
11,966
+2,301
+24% +$82.8K 0.08% 171
2024
Q3 		$395K Buy
9,665
+105
+1% +$4.29K 0.08% 177
2024
Q2 		$368K Buy
9,560
+130
+1% +$5.47K 0.08% 174
2024
Q1 		$404K Hold
9,430
– – 0.09% 165
2023
Q4 		$349K Sell
9,430
-208
-2% -$7.47K 0.09% 174
2023
Q3 		$349K Buy
+9,638
New +$342K 0.1% 170

Other funds holding GSK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Cypress Wealth Services reduced its GSK (GSK) stake by 1% in Q2 2026, selling an estimated $6.45K and leaving 11,650 shares worth $611K. The position accounts for 0.07% of the portfolio, ranked #201.

Cypress Wealth Services first reported a position in GSK in Q3 2023 and has held it in 12 quarters since. The position peaked at $650K in Q1 2026. 254 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Cypress Wealth Services held 11,650 shares of GSK worth $611K as of Q2 2026.
  • Cypress Wealth Services sold 122 GSK shares in Q2 2026, an estimated $6.45K.
  • GSK made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #201 holding.
  • Cypress Wealth Services first reported a position in GSK in Q3 2023 and has held it in 12 quarters since.
  • Cypress Wealth Services's GSK position peaked at $650K in Q1 2026.
  • 254 funds tracked by Wall St. Rank held GSK as of Q2 2026.

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