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Krensavage Asset Management’s GSK GSK Stock Holding History

Krensavage Asset 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
Q1 		$5.34M Hold
96,729
– – 2.09% 12
2025
Q4 		$4.74M Sell
96,729
-175,000
-64% -$8.16M 1.68% 13
2025
Q3 		$11.7M Hold
271,729
– – 5% 9
2025
Q2 		$10.4M Sell
271,729
-271
-0.1% -$10.4K 5.52% 8
2025
Q1 		$10.5M Buy
+272,000
New +$9.96M 5.83% 7

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Krensavage Asset Management's GSK Position: Q1 2026 in Review

Krensavage Asset Management held its GSK (GSK) position steady in Q1 2026 at 96,729 shares worth $5.34M. The position accounts for 2.09% of the portfolio, ranked #12.

Krensavage Asset Management first reported a position in GSK in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.7M in Q3 2025. 1,033 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

  • Krensavage Asset Management held 96,729 shares of GSK worth $5.34M as of Q1 2026.
  • Krensavage Asset Management left its GSK share count unchanged in Q1 2026.
  • GSK made up 2.09% of Krensavage Asset Management's portfolio in Q1 2026, its #12 holding.
  • Krensavage Asset Management first reported a position in GSK in Q1 2025 and has held it in 5 quarters since.
  • Krensavage Asset Management's GSK position peaked at $11.7M in Q3 2025.
  • 1,033 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on Krensavage Asset Management's 13F filing for Q1 2026, filed 15 May 2026.