IMA Advisory Services’s GSK GSK Stock Holding History

IMA Advisory Services’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	$9.63K	Buy	183 +97	+113%	+$5.13K	﹤0.01%	760
2026 Q1	$4.79K	Sell	86 -9	-9%	-$488	﹤0.01%	416
2025 Q4	$4.66K	Buy	+95	New	+$4.43K	﹤0.01%	439
2025 Q2	–	Sell	-62	Closed	-$2.43K	–	559
2025 Q1	$2.43K	Buy	+62	New	+$2.27K	﹤0.01%	330
2024 Q4	–	Sell	-62	Closed	-$2.56K	–	219
2024 Q3	$2.56K	Buy	+62	New	+$2.54K	﹤0.01%	255
2023 Q4	–	Sell	-62	Closed	-$2.27K	–	145
2023 Q3	$2.27K	Sell	62 -62	-50%	-$2.2K	﹤0.01%	270
2023 Q2	$4.44K	Hold	124	–	–	﹤0.01%	265
2023 Q1	$4.43K	Hold	124	–	–	﹤0.01%	265
2022 Q4	$4.38K	Hold	124	–	–	﹤0.01%	288
2022 Q3	$4K	Sell	124 -1	-0.8%	-$38	﹤0.01%	281
2022 Q2	$7K	Hold	125	–	–	﹤0.01%	271
2022 Q1	$7K	Hold	125	–	–	﹤0.01%	257
2021 Q4	$7K	Hold	125	–	–	﹤0.01%	268
2021 Q3	$6K	Hold	125	–	–	﹤0.01%	250
2021 Q2	$6K	Hold	125	–	–	﹤0.01%	250
2021 Q1	$6K	Hold	125	–	–	﹤0.01%	253
2020 Q4	$6K	Sell	125 -280	-69%	-$12.9K	﹤0.01%	244
2020 Q3	$19K	Hold	405	–	–	0.01%	178
2020 Q2	$21K	Hold	405	–	–	0.01%	171
2020 Q1	$19K	Sell	405 -120	-23%	-$6.4K	0.01%	178
2019 Q4	$31K	Hold	525	–	–	0.01%	165
2019 Q3	$28K	Hold	525	–	–	0.01%	172
2019 Q2	$26K	Buy	525 +125	+31%	+$6.27K	0.01%	169
2019 Q1	$21K	Hold	400	–	–	0.01%	184
2018 Q4	$19K	Buy	400 +72	+22%	+$3.55K	0.01%	186
2018 Q3	$16K	Hold	328	–	–	0.01%	201
2018 Q2	$17K	Buy	+328	New	+$16.5K	0.01%	226
2016 Q4	–	Sell	-6,216	Closed	-$335K	–	119
2016 Q3	$335K	Buy	6,216 +88	+1%	+$4.83K	0.19%	90
2016 Q2	$332K	Sell	6,128 -1,048	-15%	-$55.2K	0.21%	86
2016 Q1	$364K	Sell	7,176 -160	-2%	-$7.97K	0.21%	86
2015 Q4	$365K	Sell	7,336 -1,336	-15%	-$68.1K	0.22%	86
2015 Q3	$412K	Sell	8,672 -64	-0.7%	-$3.33K	0.26%	83
2015 Q2	$455K	Sell	8,736 -360	-4%	-$20.3K	0.22%	91
2015 Q1	$525K	Hold	9,096	–	–	0.26%	87
2014 Q4	$486K	Sell	9,096 -440	-5%	-$24.6K	0.25%	85
2014 Q3	$548K	Sell	9,536 -56	-0.6%	-$3.43K	0.26%	95
2014 Q2	$641K	Buy	9,592 +376	+4%	+$25.4K	0.29%	92
2014 Q1	$616K	Buy	+9,216	New	+$623K	0.29%	94

Other funds holding GSK

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

IMA Advisory Services's GSK Position: Q2 2026 in Review

IMA Advisory Services increased its GSK (GSK) stake by 113% in Q2 2026, buying an estimated $5.13K and bringing the position to 183 shares worth $9.63K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

IMA Advisory Services first reported a position in GSK in Q1 2014 and has held it in 38 quarters since. The position peaked at $641K in Q2 2014. 1,037 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

IMA Advisory Services held 183 shares of GSK worth $9.63K as of Q2 2026.
IMA Advisory Services bought 97 GSK shares in Q2 2026, an estimated $5.13K.
GSK made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #760 holding.
IMA Advisory Services first reported a position in GSK in Q1 2014 and has held it in 38 quarters since.
IMA Advisory Services's GSK position peaked at $641K in Q2 2014.
1,037 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.