IVC Wealth Advisors
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IVC Wealth Advisors’s GSK GSK Stock Holding History

IVC Wealth Advisors’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
Q3 		$429K Buy
8,912
+173
+2% +$8.83K 0.17% 102
2026
Q2 		$458K Sell
8,739
-258
-3% -$13.6K 0.18% 101
2026
Q1 		$497K Buy
8,997
+322
+4% +$17.4K 0.22% 87
2025
Q4 		$425K Buy
+8,675
New +$405K 0.19% 99

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee St Helier, Jersey $1.16B AUM 24.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return

IVC Wealth Advisors's GSK Position: Q3 2026 in Review

IVC Wealth Advisors increased its GSK (GSK) stake by 2% in Q3 2026, buying an estimated $8.83K and bringing the position to 8,912 shares worth $429K. The position accounts for 0.17% of the portfolio, ranked #102.

IVC Wealth Advisors first reported a position in GSK in Q4 2025 and has held it in 4 quarters since. The position peaked at $497K in Q1 2026. 854 funds tracked by Wall St. Rank hold GSK as of Q3 2026.

  • IVC Wealth Advisors held 8,912 shares of GSK worth $429K as of Q3 2026.
  • IVC Wealth Advisors bought 173 GSK shares in Q3 2026, an estimated $8.83K.
  • GSK made up 0.17% of IVC Wealth Advisors's portfolio in Q3 2026, its #102 holding.
  • IVC Wealth Advisors first reported a position in GSK in Q4 2025 and has held it in 4 quarters since.
  • IVC Wealth Advisors's GSK position peaked at $497K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held GSK as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.