Evergreen Capital Management’s GSK GSK Stock Holding History

Evergreen Capital Management’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	$1.83M	Buy	32,856 +2,794	+9%	+$151K	0.04%	335
2025 Q4	$1.49M	Buy	30,062 +2,427	+9%	+$113K	0.03%	373
2025 Q3	$1.2M	Buy	27,635 +6,816	+33%	+$266K	0.03%	364
2025 Q2	$806K	Buy	20,819 +10,803	+108%	+$413K	0.02%	415
2025 Q1	$392K	Sell	10,016 -499	-5%	-$18.3K	0.01%	601
2024 Q4	$361K	Sell	10,515 -1,282	-11%	-$46.1K	0.01%	646
2024 Q3	$487K	Sell	11,797 -336	-3%	-$13.7K	0.02%	511
2024 Q2	$472K	Buy	12,133 +564	+5%	+$23.7K	0.02%	482
2024 Q1	$501K	Buy	11,569 +252	+2%	+$10.4K	0.02%	448
2023 Q4	$424K	Buy	11,317 +522	+5%	+$18.7K	0.02%	459
2023 Q3	$395K	Buy	10,795 +451	+4%	+$16K	0.02%	451
2023 Q2	$372K	Buy	10,344 +1,444	+16%	+$51.8K	0.02%	480
2023 Q1	$320K	Buy	8,900 +1,077	+14%	+$37.7K	0.01%	487
2022 Q4	$276K	Buy	+7,823	New	+$261K	0.01%	510
2022 Q3	–	Sell	-7,018	Closed	-$384K	–	625
2022 Q2	$384K	Buy	7,018 +1,544	+28%	+$85.2K	0.02%	375
2022 Q1	$298K	Buy	5,474 +283	+5%	+$15.4K	0.01%	482
2021 Q4	$286K	Buy	5,191 +264	+5%	+$13.7K	0.01%	492
2021 Q3	$235K	Buy	4,927 +168	+4%	+$8.44K	0.01%	499
2021 Q2	$237K	Buy	+4,759	New	+$229K	0.01%	467
2020 Q1	–	Sell	-3,626	Closed	-$213K	–	431
2019 Q4	$213K	Buy	+3,626	New	+$202K	0.02%	428
2018 Q2	–	Sell	-4,191	Closed	-$205K	–	382
2018 Q1	$205K	Buy	+4,191	New	+$195K	0.02%	337

Other funds holding GSK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evergreen Capital Management's GSK Position: Q1 2026 in Review

Evergreen Capital Management increased its GSK (GSK) stake by 9.3% in Q1 2026, buying an estimated $151K and bringing the position to 32,856 shares worth $1.83M. The position accounts for 0.04% of the portfolio, ranked #335.

Evergreen Capital Management first reported a position in GSK in Q1 2018 and has held it in 21 quarters since. 1,031 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

Evergreen Capital Management held 32,856 shares of GSK worth $1.83M as of Q1 2026.
Evergreen Capital Management bought 2,794 GSK shares in Q1 2026, an estimated $151K.
GSK made up 0.04% of Evergreen Capital Management's portfolio in Q1 2026, its #335 holding.
Evergreen Capital Management first reported a position in GSK in Q1 2018 and has held it in 21 quarters since.
1,031 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.