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Evolve Private Wealth’s GSK GSK Stock Holding History

Evolve Private Wealth’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 		$1.85M Sell
35,074
-4,240
-11% -$224K 0.11% 160
2026
Q1 		$2.17M Buy
39,314
+512
+1% +$27.7K 0.12% 170
2025
Q4 		$1.92M Buy
+38,802
New +$1.81M 0.11% 171

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

Evolve Private Wealth's GSK Position: Q2 2026 in Review

Evolve Private Wealth reduced its GSK (GSK) stake by 11% in Q2 2026, selling an estimated $224K and leaving 35,074 shares worth $1.85M. The position accounts for 0.11% of the portfolio, ranked #160.

Evolve Private Wealth first reported a position in GSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.17M in Q1 2026. 1,037 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Evolve Private Wealth held 35,074 shares of GSK worth $1.85M as of Q2 2026.
  • Evolve Private Wealth sold 4,240 GSK shares in Q2 2026, an estimated $224K.
  • GSK made up 0.11% of Evolve Private Wealth's portfolio in Q2 2026, its #160 holding.
  • Evolve Private Wealth first reported a position in GSK in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's GSK position peaked at $2.17M in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.