Evermay Wealth Management’s GSK GSK Stock Holding History

Evermay Wealth 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	$11K	Hold	198	–	–	﹤0.01%	454
2025 Q4	$9.8K	Hold	198	–	–	﹤0.01%	449
2025 Q3	$8.63K	Hold	198	–	–	﹤0.01%	455
2025 Q2	$7.69K	Hold	198	–	–	﹤0.01%	460
2025 Q1	$7.75K	Hold	198	–	–	﹤0.01%	465
2024 Q4	$6.77K	Hold	198	–	–	﹤0.01%	474
2024 Q3	$8.17K	Hold	198	–	–	﹤0.01%	473
2024 Q2	$7.7K	Hold	198	–	–	﹤0.01%	475
2024 Q1	$8.57K	Hold	198	–	–	﹤0.01%	483
2023 Q4	$7.41K	Hold	198	–	–	﹤0.01%	468
2023 Q3	$7.25K	Hold	198	–	–	﹤0.01%	454
2023 Q2	$7.13K	Hold	198	–	–	﹤0.01%	448
2023 Q1	$7.11K	Hold	198	–	–	﹤0.01%	441
2022 Q4	$7.02K	Hold	198	–	–	﹤0.01%	442
2022 Q3	$6K	Hold	198	–	–	﹤0.01%	437
2022 Q2	$11K	Hold	198	–	–	﹤0.01%	385
2022 Q1	$11K	Hold	198	–	–	﹤0.01%	412
2021 Q4	$11K	Hold	198	–	–	﹤0.01%	400
2021 Q3	$9K	Sell	198 -320	-62%	-$16.1K	﹤0.01%	390
2021 Q2	$26K	Buy	+518	New	+$24.9K	﹤0.01%	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

Evermay Wealth Management's GSK Position: Q1 2026 in Review

Evermay Wealth Management held its GSK (GSK) position steady in Q1 2026 at 198 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Evermay Wealth Management first reported a position in GSK in Q2 2021 and has held it in 20 quarters since. The position peaked at $26K in Q2 2021. 1,031 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

Evermay Wealth Management held 198 shares of GSK worth $11K as of Q1 2026.
Evermay Wealth Management left its GSK share count unchanged in Q1 2026.
GSK made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #454 holding.
Evermay Wealth Management first reported a position in GSK in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's GSK position peaked at $26K in Q2 2021.
1,031 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.