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BFC Planning, Inc.’s GSK GSK Stock Holding History

BFC Planning, Inc.’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 		$2.01M Sell
38,373
-7,184
-16% -$380K 0.08% 249
2026
Q1 		$2.51M Sell
45,557
-4,434
-9% -$240K 0.11% 181
2025
Q4 		$2.45M Buy
49,991
+38,308
+328% +$1.79M 0.11% 182
2025
Q3 		$504K Sell
11,683
-1,010
-8% -$39.5K 0.04% 382
2025
Q2 		$487K Sell
12,693
-451
-3% -$17.2K 0.04% 366
2025
Q1 		$509K Sell
13,144
-1,047
-7% -$38.3K 0.04% 327
2024
Q4 		$480K Buy
+14,191
New +$511K 0.04% 347

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
JTC Employer Solutions Trustee
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

BFC Planning, Inc.'s GSK Position: Q2 2026 in Review

BFC Planning, Inc. reduced its GSK (GSK) stake by 16% in Q2 2026, selling an estimated $380K and leaving 38,373 shares worth $2.01M. The position accounts for 0.08% of the portfolio, ranked #249.

BFC Planning, Inc. first reported a position in GSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.51M in Q1 2026. 1,049 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • BFC Planning, Inc. held 38,373 shares of GSK worth $2.01M as of Q2 2026.
  • BFC Planning, Inc. sold 7,184 GSK shares in Q2 2026, an estimated $380K.
  • GSK made up 0.08% of BFC Planning, Inc.'s portfolio in Q2 2026, its #249 holding.
  • BFC Planning, Inc. first reported a position in GSK in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s GSK position peaked at $2.51M in Q1 2026.
  • 1,049 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.