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EP Wealth Advisors’s GSK GSK Stock Holding History

EP Wealth Advisors’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 		$466K Sell
8,449
-1,660
-16% -$90K ﹤0.01% 923
2025
Q4 		$496K Buy
+10,109
New +$471K ﹤0.01% 883
2025
Q2 		$290K Sell
7,559
-16
-0.2% -$611 ﹤0.01% 1037
2025
Q1 		$293K Sell
7,575
-1,999
-21% -$73.2K ﹤0.01% 919
2024
Q4 		$324K Sell
9,574
-2,031
-18% -$73.1K ﹤0.01% 842
2024
Q3 		$474K Buy
11,605
+1,490
+15% +$61K ﹤0.01% 708
2024
Q2 		$389K Sell
10,115
-3,731
-27% -$157K ﹤0.01% 592
2024
Q1 		$594K Buy
13,846
+2,755
+25% +$114K 0.01% 481
2023
Q4 		$411K Sell
11,091
-4,355
-28% -$156K 0.01% 533
2023
Q3 		$560K Buy
15,446
+8,834
+134% +$314K 0.01% 441
2023
Q2 		$494K Sell
6,612
-33,938
-84% -$1.22M 0.01% 467
2023
Q1 		$47K Buy
40,550
+31,315
+339% +$1.1M ﹤0.01% 607
2022
Q4 		$325K Sell
9,235
-1,320
-13% -$44K 0.01% 457
2022
Q3 		$311K Buy
+10,555
New +$400K 0.01% 300
2022
Q2 		– Sell
-4,163
Closed -$227K – 662
2022
Q1 		$227K Sell
4,163
-248
-6% -$13.5K 0.01% 546
2021
Q4 		$243K Sell
4,411
-1,631
-27% -$84.8K 0.01% 497
2021
Q3 		$289K Buy
6,042
+1,967
+48% +$98.8K 0.01% 440
2021
Q2 		$203K Buy
+4,075
New +$196K 0.01% 514
2021
Q1 		– Sell
-5,758
Closed -$265K – 500
2020
Q4 		$265K Sell
5,758
-963
-14% -$44.2K 0.01% 366
2020
Q3 		$316K Sell
6,721
-628
-9% -$31.5K 0.01% 286
2020
Q2 		$375K Sell
7,349
-3,318
-31% -$170K 0.02% 283
2020
Q1 		$505K Sell
10,667
-111
-1% -$5.92K 0.02% 251
2019
Q4 		$633K Sell
10,778
-1,549
-13% -$86.2K 0.03% 246
2019
Q3 		$658K Buy
12,327
+945
+8% +$48.6K 0.03% 204
2019
Q2 		$569K Buy
+11,382
New +$571K 0.04% 184

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EP Wealth Advisors's GSK Position: Q1 2026 in Review

EP Wealth Advisors reduced its GSK (GSK) stake by 16% in Q1 2026, selling an estimated $90K and leaving 8,449 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

EP Wealth Advisors first reported a position in GSK in Q2 2019 and has held it in 25 quarters since. The position peaked at $658K in Q3 2019. 1,031 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

  • EP Wealth Advisors held 8,449 shares of GSK worth $466K as of Q1 2026.
  • EP Wealth Advisors sold 1,660 GSK shares in Q1 2026, an estimated $90K.
  • GSK made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #923 holding.
  • EP Wealth Advisors first reported a position in GSK in Q2 2019 and has held it in 25 quarters since.
  • EP Wealth Advisors's GSK position peaked at $658K in Q3 2019.
  • 1,031 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.