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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
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

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IVC Wealth Advisors's GSK Position: Q2 2026 in Review

IVC Wealth Advisors reduced its GSK (GSK) stake by 2.9% in Q2 2026, selling an estimated $13.6K and leaving 8,739 shares worth $458K. The position accounts for 0.18% of the portfolio, ranked #101.

IVC Wealth Advisors first reported a position in GSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $497K in Q1 2026. 297 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • IVC Wealth Advisors held 8,739 shares of GSK worth $458K as of Q2 2026.
  • IVC Wealth Advisors sold 258 GSK shares in Q2 2026, an estimated $13.6K.
  • GSK made up 0.18% of IVC Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • IVC Wealth Advisors first reported a position in GSK in Q4 2025 and has held it in 3 quarters since.
  • IVC Wealth Advisors's GSK position peaked at $497K in Q1 2026.
  • 297 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.