Legacy Financial Advisors’s GSK GSK Stock Holding History

Legacy Financial 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
2025 Q4	–	Sell	-7,004	Closed	-$302K	–	418
2025 Q3	$302K	Buy	+7,004	New	+$274K	0.04%	317
2025 Q2	–	Sell	-7,067	Closed	-$274K	–	369
2025 Q1	$274K	Buy	+7,067	New	+$259K	0.05%	287
2024 Q4	–	Sell	-8,686	Closed	-$355K	–	355
2024 Q3	$355K	Buy	8,686 +406	+5%	+$16.6K	0.06%	247
2024 Q2	$319K	Buy	8,280 +544	+7%	+$22.9K	0.06%	241
2024 Q1	$332K	Buy	7,736 +754	+11%	+$31.1K	0.06%	232
2023 Q4	$259K	Buy	+6,982	New	+$251K	0.05%	251
2019 Q2	–	Sell	-1,180	Closed	-$62K	–	432
2019 Q1	$62K	Buy	1,180 +351	+42%	+$17.5K	0.02%	241
2018 Q4	$40K	Sell	829 -118	-12%	-$5.81K	0.02%	279
2018 Q3	$47K	Buy	947 +216	+30%	+$11K	0.02%	256
2018 Q2	$38K	Buy	731 +250	+52%	+$12.6K	0.01%	281
2018 Q1	$24K	Buy	+481	New	+$22.4K	0.01%	342

Other funds holding GSK

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Financial Advisors's GSK Position: Q4 2025 in Review

Legacy Financial Advisors sold out of GSK (GSK) in Q4 2025, closing a stake of 7,004 shares — an estimated $302K sold.

Legacy Financial Advisors first reported a position in GSK in Q1 2018 and held it in 11 quarters. The position peaked at $355K in Q3 2024. 996 funds tracked by Wall St. Rank hold GSK as of Q4 2025.

Legacy Financial Advisors reported no remaining GSK position as of Q4 2025 after selling out during the quarter.
Legacy Financial Advisors sold 7,004 GSK shares in Q4 2025, an estimated $302K.
Legacy Financial Advisors first reported a position in GSK in Q1 2018 and held it in 11 quarters.
Legacy Financial Advisors's GSK position peaked at $355K in Q3 2024.
996 funds tracked by Wall St. Rank held GSK as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.