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JFS Wealth Advisors’s GSK GSK Stock Holding History

JFS 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 		$170K Sell
3,232
-732
-18% -$38.7K 0.01% 358
2026
Q1 		$219K Hold
3,964
– – 0.01% 314
2025
Q4 		$194K Buy
3,964
+430
+12% +$20.1K 0.01% 326
2025
Q3 		$153K Buy
3,534
+379
+12% +$14.8K 0.01% 354
2025
Q2 		$121K Sell
3,155
-379
-11% -$14.5K 0.01% 344
2025
Q1 		$137K Sell
3,534
-27
-0.8% -$988 0.01% 334
2024
Q4 		$120K Sell
3,561
-25,865
-88% -$931K 0.01% 341
2024
Q3 		$1.2M Buy
29,426
+27,502
+1,429% +$1.13M 0.08% 134
2024
Q2 		$74.1K Buy
1,924
+3
+0.2% +$126 0.01% 364
2024
Q1 		$82.4K Buy
1,921
+16
+0.8% +$660 0.01% 349
2023
Q4 		$70.6K Buy
1,905
+8
+0.4% +$287 0.01% 358
2023
Q3 		$68.8K Buy
1,897
+548
+41% +$19.4K 0.01% 334
2023
Q2 		$48.1K Sell
1,349
-204
-13% -$7.32K ﹤0.01% 373
2023
Q1 		$55.3K Buy
1,553
+346
+29% +$12.1K 0.01% 357
2022
Q4 		$42.4K Sell
1,207
-571
-32% -$19K ﹤0.01% 388
2022
Q3 		$52K Sell
1,778
-269
-13% -$10.2K 0.01% 369
2022
Q2 		$111K Sell
2,047
-126
-6% -$6.96K 0.01% 273
2022
Q1 		$118K Sell
2,173
-531
-20% -$28.8K 0.01% 273
2021
Q4 		$149K Buy
2,704
+310
+13% +$16.1K 0.01% 257
2021
Q3 		$114K Buy
2,394
+899
+60% +$45.2K 0.01% 285
2021
Q2 		$74K Hold
1,495
– – 0.01% 243
2021
Q1 		$67K Buy
1,495
+160
+12% +$7.26K 0.01% 222
2020
Q4 		$61K Hold
1,335
– – 0.01% 228
2020
Q3 		$63K Hold
1,335
– – 0.02% 209
2020
Q2 		$68K Sell
1,335
-216
-14% -$11.1K 0.02% 209
2020
Q1 		$73K Sell
1,551
-80
-5% -$4.27K 0.02% 196
2019
Q4 		$96K Hold
1,631
– – 0.02% 198
2019
Q3 		$87K Sell
1,631
-211
-11% -$10.9K 0.02% 201
2019
Q2 		$92K Hold
1,842
– – 0.02% 192
2019
Q1 		$96K Sell
1,842
-45
-2% -$2.25K 0.03% 186
2018
Q4 		$90K Sell
1,887
-157
-8% -$7.73K 0.02% 184
2018
Q3 		$103K Buy
2,044
+157
+8% +$7.98K 0.03% 193
2018
Q2 		$95K Hold
1,887
– – 0.03% 201
2018
Q1 		$92K Sell
1,887
-296
-14% -$13.8K 0.02% 200
2017
Q4 		$97K Sell
2,183
-1,272
-37% -$58.8K 0.02% 199
2017
Q3 		$175K Hold
3,455
– – 0.05% 139
2017
Q2 		$186K Sell
3,455
-5
-0.1% -$267 0.05% 123
2017
Q1 		$167K Hold
3,460
– – 0.05% 141
2016
Q4 		$167K Sell
3,460
-1,455
-30% -$71.9K 0.05% 141
2016
Q3 		$265K Sell
4,915
-230
-4% -$12.6K 0.08% 106
2016
Q2 		$279K Sell
5,145
-666
-11% -$35.1K 0.08% 132
2016
Q1 		$295K Sell
5,811
-660
-10% -$32.9K 0.09% 106
2015
Q4 		$326K Sell
6,471
-1,600
-20% -$81.6K 0.09% 104
2015
Q3 		$388K Buy
8,071
+1,624
+25% +$84.5K 0.17% 72
2015
Q2 		$336K Hold
6,447
– – 0.17% 66
2015
Q1 		$372K Buy
6,447
+113
+2% +$6.48K 0.17% 63
2014
Q4 		$338K Sell
6,334
-2,696
-30% -$151K 0.05% 64
2014
Q3 		$437K Buy
9,030
+2,856
+46% +$175K 0.08% 49
2014
Q2 		$413K Buy
6,174
+87
+1% +$5.89K 0.08% 51
2014
Q1 		$407K Sell
6,087
-312
-5% -$21.1K 0.23% 63
2013
Q4 		$427K Sell
6,399
-335
-5% -$21.7K 0.19% 80
2013
Q3 		$422K Buy
6,734
+455
+7% +$29.3K 0.2% 77
2013
Q2 		$392K Buy
+6,279
New +$399K 0.2% 66

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

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

JFS Wealth Advisors reduced its GSK (GSK) stake by 18% in Q2 2026, selling an estimated $38.7K and leaving 3,232 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #358.

JFS Wealth Advisors first reported a position in GSK in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.2M in Q3 2024. 1,037 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • JFS Wealth Advisors held 3,232 shares of GSK worth $170K as of Q2 2026.
  • JFS Wealth Advisors sold 732 GSK shares in Q2 2026, an estimated $38.7K.
  • GSK made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #358 holding.
  • JFS Wealth Advisors first reported a position in GSK in Q2 2013 and has held it in 53 quarters since.
  • JFS Wealth Advisors's GSK position peaked at $1.2M in Q3 2024.
  • 1,037 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.