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EverSource Wealth Advisors’s GSK GSK Stock Holding History

EverSource 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
Q2 		$205K Sell
3,919
-2,173
-36% -$115K 0.01% 987
2026
Q1 		$336K Buy
6,092
+2,457
+68% +$133K 0.01% 788
2025
Q4 		$178K Buy
3,635
+781
+27% +$36.4K 0.01% 996
2025
Q3 		$123K Buy
2,854
+393
+16% +$15.4K ﹤0.01% 1171
2025
Q2 		$94.5K Buy
2,461
+179
+8% +$6.84K ﹤0.01% 1235
2025
Q1 		$88.4K Sell
2,282
-1,907
-46% -$69.8K ﹤0.01% 961
2024
Q4 		$142K Buy
4,189
+1,902
+83% +$68.5K 0.01% 797
2024
Q3 		$93.5K Sell
2,287
-1,255
-35% -$51.3K 0.01% 812
2024
Q2 		$137K Buy
3,542
+303
+9% +$12.7K 0.01% 688
2024
Q1 		$134K Buy
3,239
+558
+21% +$23K 0.01% 612
2023
Q4 		$99.4K Sell
2,681
-1,546
-37% -$55.5K 0.01% 640
2023
Q3 		$153K Buy
4,227
+843
+25% +$29.9K 0.02% 462
2023
Q2 		$121K Buy
3,384
+441
+15% +$15.8K 0.01% 519
2023
Q1 		$105K Buy
2,943
+416
+16% +$14.6K 0.01% 532
2022
Q4 		$88.8K Sell
2,527
-111
-4% -$3.7K 0.01% 545
2022
Q3 		$78K Buy
2,638
+564
+27% +$21.4K 0.02% 507
2022
Q2 		$113K Buy
2,074
+202
+11% +$11.2K 0.03% 345
2022
Q1 		$102K Sell
1,872
-32
-2% -$1.74K 0.03% 334
2021
Q4 		$105K Buy
+1,904
New +$99K 0.03% 303

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

EverSource Wealth Advisors's GSK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its GSK (GSK) stake by 36% in Q2 2026, selling an estimated $115K and leaving 3,919 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #987.

EverSource Wealth Advisors first reported a position in GSK in Q4 2021 and has held it in 19 quarters since. The position peaked at $336K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • EverSource Wealth Advisors held 3,919 shares of GSK worth $205K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,173 GSK shares in Q2 2026, an estimated $115K.
  • GSK made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #987 holding.
  • EverSource Wealth Advisors first reported a position in GSK in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's GSK position peaked at $336K in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.