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Independent Advisor Alliance’s GSK GSK Stock Holding History

Independent Advisor Alliance’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 		$782K Sell
14,927
-691
-4% -$36.5K 0.02% 529
2026
Q1 		$862K Buy
15,618
+263
+2% +$14.3K 0.01% 898
2025
Q4 		$753K Buy
15,355
+2,295
+18% +$107K 0.02% 543
2025
Q3 		$564K Sell
13,060
-437
-3% -$17.1K 0.01% 587
2025
Q2 		$518K Sell
13,497
-2,743
-17% -$105K 0.01% 578
2025
Q1 		$629K Sell
16,240
-810
-5% -$29.7K 0.02% 471
2024
Q4 		$577K Buy
17,050
+1,964
+13% +$70.7K 0.01% 914
2024
Q3 		$617K Sell
15,086
-1,450
-9% -$59.3K 0.02% 417
2024
Q2 		$637K Sell
16,536
-1,309
-7% -$55.1K 0.02% 408
2024
Q1 		$765K Sell
17,845
-2,128
-11% -$87.8K 0.03% 365
2023
Q4 		$740K Sell
19,973
-1,949
-9% -$70K 0.03% 359
2023
Q3 		$795K Buy
21,922
+7,138
+48% +$253K 0.04% 327
2023
Q2 		$527K Buy
14,784
+2,521
+21% +$90.4K 0.02% 416
2023
Q1 		$436K Buy
12,263
+464
+4% +$16.2K 0.02% 447
2022
Q4 		$415 Sell
11,799
-53,335
-82% -$1.78M ﹤0.01% 354
2022
Q3 		$1.92M Buy
65,134
+37,302
+134% +$1.41M 0.11% 173
2022
Q2 		$1.51M Buy
27,832
+984
+4% +$54.3K 0.08% 198
2022
Q1 		$1.46M Sell
26,848
-494
-2% -$26.8K 0.07% 228
2021
Q4 		$1.51M Sell
27,342
-6,550
-19% -$341K 0.07% 208
2021
Q3 		$1.62M Sell
33,892
-10,006
-23% -$503K 0.09% 180
2021
Q2 		$2.19M Sell
43,898
-1,516
-3% -$72.8K 0.12% 162
2021
Q1 		$2.03M Buy
45,414
+37,155
+450% +$1.69M 0.12% 151
2020
Q4 		$380K Sell
8,259
-741
-8% -$34K 0.03% 402
2020
Q3 		$423K Sell
9,000
-1,139
-11% -$57.1K 0.03% 327
2020
Q2 		$517K Buy
10,139
+190
+2% +$9.75K 0.06% 266
2020
Q1 		$471K Sell
9,949
-16
-0.2% -$853 0.07% 221
2019
Q4 		$585K Buy
9,965
+761
+8% +$42.3K 0.03% 495
2019
Q3 		$491K Sell
9,204
-665
-7% -$34.2K 0.06% 253
2019
Q2 		$494K Buy
9,869
+105
+1% +$5.27K 0.07% 225
2019
Q1 		$510K Buy
9,764
+365
+4% +$18.2K 0.07% 231
2018
Q4 		$449K Sell
9,399
-823
-8% -$40.5K 0.08% 218
2018
Q3 		$441K Buy
10,222
+608
+6% +$30.9K 0.08% 207
2018
Q2 		$419K Sell
9,614
-141
-1% -$7.1K 0.09% 204
2018
Q1 		$464K Buy
9,755
+941
+11% +$43.8K 0.1% 202
2017
Q4 		$412K Buy
8,814
+4,034
+84% +$186K 0.09% 202
2017
Q3 		$243K Buy
4,780
+828
+21% +$42K 0.07% 229
2017
Q2 		$208K Sell
3,952
-2,041
-34% -$109K 0.07% 226
2017
Q1 		$314K Buy
5,993
+1,015
+20% +$51.5K 0.05% 293
2016
Q4 		$241K Buy
+4,978
New +$246K 0.1% 154

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

Independent Advisor Alliance's GSK Position: Q2 2026 in Review

Independent Advisor Alliance reduced its GSK (GSK) stake by 4.4% in Q2 2026, selling an estimated $36.5K and leaving 14,927 shares worth $782K. The position accounts for 0.02% of the portfolio, ranked #529.

Independent Advisor Alliance first reported a position in GSK in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.19M in Q2 2021. 1,037 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Independent Advisor Alliance held 14,927 shares of GSK worth $782K as of Q2 2026.
  • Independent Advisor Alliance sold 691 GSK shares in Q2 2026, an estimated $36.5K.
  • GSK made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #529 holding.
  • Independent Advisor Alliance first reported a position in GSK in Q4 2016 and has held it in 39 quarters since.
  • Independent Advisor Alliance's GSK position peaked at $2.19M in Q2 2021.
  • 1,037 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.