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Kingswood Wealth Advisors’s GSK GSK Stock Holding History

Kingswood 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 		$525K Sell
10,019
-795
-7% -$42K 0.02% 599
2026
Q1 		$597K Buy
10,814
+1,134
+12% +$61.5K 0.03% 506
2025
Q4 		$475K Buy
9,680
+396
+4% +$18.5K 0.02% 536
2025
Q3 		$401K Buy
+9,284
New +$363K 0.02% 542
2024
Q4 		– Sell
-17,645
Closed -$721K – 842
2024
Q3 		$721K Buy
+17,645
New +$722K 0.05% 363

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

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

Kingswood Wealth Advisors reduced its GSK (GSK) stake by 7.4% in Q2 2026, selling an estimated $42K and leaving 10,019 shares worth $525K. The position accounts for 0.02% of the portfolio, ranked #599.

Kingswood Wealth Advisors first reported a position in GSK in Q3 2024 and has held it in 5 quarters since. The position peaked at $721K in Q3 2024. 1,037 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Kingswood Wealth Advisors held 10,019 shares of GSK worth $525K as of Q2 2026.
  • Kingswood Wealth Advisors sold 795 GSK shares in Q2 2026, an estimated $42K.
  • GSK made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #599 holding.
  • Kingswood Wealth Advisors first reported a position in GSK in Q3 2024 and has held it in 5 quarters since.
  • Kingswood Wealth Advisors's GSK position peaked at $721K in Q3 2024.
  • 1,037 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.