IFWM
GSK icon

Institute for Wealth Management’s GSK GSK Stock Holding History

Institute for Wealth Management’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 		$138K Buy
+2,626
New +$139K 0.01% 614
2023
Q1 		– Sell
-5,683
Closed -$200K – 459
2022
Q4 		$200K Sell
5,683
-1,175
-17% -$39.1K 0.04% 432
2022
Q3 		$203K Buy
+6,858
New +$260K 0.05% 418
2022
Q2 		– Sell
-7,290
Closed -$397K – 547
2022
Q1 		$397K Sell
7,290
-105
-1% -$5.7K 0.06% 342
2021
Q4 		$408K Sell
7,395
-161
-2% -$8.38K 0.07% 314
2021
Q3 		$361K Sell
7,556
-56
-0.7% -$2.81K 0.06% 335
2021
Q2 		$379K Sell
7,612
-1,267
-14% -$60.9K 0.07% 324
2021
Q1 		$396K Sell
8,879
-2,240
-20% -$102K 0.08% 308
2020
Q4 		$511K Sell
11,119
-1,891
-15% -$86.9K 0.1% 249
2020
Q3 		$612K Sell
13,010
-2,940
-18% -$147K 0.14% 195
2020
Q2 		$813K Sell
15,950
-1,156
-7% -$59.3K 0.2% 135
2020
Q1 		$810K Sell
17,106
-2,007
-11% -$107K 0.25% 109
2019
Q4 		$1.12M Sell
19,113
-721
-4% -$40.1K 0.25% 106
2019
Q3 		$1.06M Sell
19,834
-1,279
-6% -$65.8K 0.27% 103
2019
Q2 		$1.06M Buy
21,113
+7,886
+60% +$396K 0.23% 123
2019
Q1 		$691K Sell
13,227
-12,236
-48% -$611K 0.15% 185
2018
Q4 		$1.22M Sell
25,463
-55
-0.2% -$2.71K 0.5% 51
2018
Q3 		$1.29M Sell
25,518
-1,712
-6% -$87K 0.44% 80
2018
Q2 		$1.37M Buy
27,230
+2,580
+10% +$130K 0.44% 73
2018
Q1 		$1.23M Buy
24,650
+12,378
+101% +$576K 0.36% 90
2017
Q4 		$548K Sell
12,272
-1,600
-12% -$73.9K 0.13% 211
2017
Q3 		$703K Buy
13,872
+202
+1% +$10.2K 0.23% 151
2017
Q2 		$739K Buy
+13,670
New +$729K 0.2% 161

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

Institute for Wealth Management's GSK Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in GSK (GSK) in Q2 2026: 2,626 shares worth $138K. The stake represents 0.01% of the portfolio and ranks #614 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in GSK as recently as Q4 2022.

Institute for Wealth Management first reported a position in GSK in Q2 2017 and has held it in 23 quarters since. The position peaked at $1.37M in Q2 2018. 1,045 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Institute for Wealth Management held 2,626 shares of GSK worth $138K as of Q2 2026.
  • GSK was a new Institute for Wealth Management position in Q2 2026.
  • GSK made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #614 holding.
  • Institute for Wealth Management first reported a position in GSK in Q2 2017 and has held it in 23 quarters since.
  • Institute for Wealth Management's GSK position peaked at $1.37M in Q2 2018.
  • 1,045 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.