MWM
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Modera Wealth Management’s GSK GSK Stock Holding History

Modera 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 		$258K Buy
4,931
+541
+12% +$28.6K ﹤0.01% 581
2026
Q1 		$242K Buy
4,390
+140
+3% +$7.59K ﹤0.01% 577
2025
Q4 		$208K Buy
+4,250
New +$198K ﹤0.01% 618

Other funds holding GSK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Modera Wealth Management's GSK Position: Q2 2026 in Review

Modera Wealth Management increased its GSK (GSK) stake by 12% in Q2 2026, buying an estimated $28.6K and bringing the position to 4,931 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Modera Wealth Management first reported a position in GSK in Q4 2025 and has held it in 3 quarters since. 627 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Modera Wealth Management held 4,931 shares of GSK worth $258K as of Q2 2026.
  • Modera Wealth Management bought 541 GSK shares in Q2 2026, an estimated $28.6K.
  • GSK made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #581 holding.
  • Modera Wealth Management first reported a position in GSK in Q4 2025 and has held it in 3 quarters since.
  • 627 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.