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Keudell/Morrison Wealth Management’s GSK GSK Stock Holding History

Keudell/Morrison 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 		$332K Buy
6,328
+657
+12% +$34.7K 0.06% 181
2026
Q1 		$313K Sell
5,671
-3,973
-41% -$215K 0.06% 183
2025
Q4 		$473K Buy
+9,644
New +$450K 0.1% 137
2025
Q2 		$454K Buy
+11,813
New +$451K 0.1% 129
2022
Q3 		– Sell
-3,738
Closed -$203K – 178
2022
Q2 		$203K Sell
3,738
-82
-2% -$4.53K 0.07% 166
2022
Q1 		$208K Sell
3,820
-452
-11% -$24.6K 0.09% 167
2021
Q4 		$235K Sell
4,272
-346
-7% -$18K 0.09% 167
2021
Q3 		$221K Buy
4,618
+5
+0.1% +$251 0.09% 163
2021
Q2 		$230K Buy
4,613
+26
+0.6% +$1.25K 0.13% 154
2021
Q1 		$205K Sell
4,587
-1,101
-19% -$50K 0.12% 160
2020
Q4 		$262K Sell
5,688
-4,942
-46% -$227K 0.17% 134
2020
Q3 		$500K Sell
10,630
-696
-6% -$34.9K 0.32% 82
2020
Q2 		$577K Sell
11,326
-1,796
-14% -$92.1K 0.48% 72
2020
Q1 		$622K Sell
13,122
-1,356
-9% -$72.3K 0.61% 60
2019
Q4 		$850K Sell
14,478
-1,409
-9% -$78.4K 0.59% 57
2019
Q3 		$848K Sell
15,887
-242
-2% -$12.4K 0.7% 50
2019
Q2 		$817K Sell
16,129
-170
-1% -$8.53K 0.72% 47
2019
Q1 		$851K Buy
+16,299
New +$814K 0.75% 45

Other funds holding GSK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Keudell/Morrison Wealth Management's GSK Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its GSK (GSK) stake by 12% in Q2 2026, buying an estimated $34.7K and bringing the position to 6,328 shares worth $332K. The position accounts for 0.06% of the portfolio, ranked #181.

Keudell/Morrison Wealth Management first reported a position in GSK in Q1 2019 and has held it in 18 quarters since. The position peaked at $851K in Q1 2019. 161 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Keudell/Morrison Wealth Management held 6,328 shares of GSK worth $332K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 657 GSK shares in Q2 2026, an estimated $34.7K.
  • GSK made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Keudell/Morrison Wealth Management first reported a position in GSK in Q1 2019 and has held it in 18 quarters since.
  • Keudell/Morrison Wealth Management's GSK position peaked at $851K in Q1 2019.
  • 161 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.