Mondrian Investment Partners’s GSK GSK Stock Holding History

Mondrian Investment Partners’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	$275M	Sell	4,987,393 -819,545	-14%	-$44.4M	4.12%	2
2025 Q4	$285M	Sell	5,806,938 -30,308	-0.5%	-$1.41M	4.7%	3
2025 Q3	$252M	Buy	+5,837,246	New	+$228M	4.21%	4
2025 Q1	$226M	Sell	5,821,273 -17,111	-0.3%	-$626K	3.86%	6
2024 Q4	$206M	Buy	5,838,384 +874,004	+18%	+$31.5M	3.4%	5
2024 Q3	$203M	Buy	4,964,380 +66,578	+1%	+$2.72M	3.07%	6
2024 Q2	$190M	Sell	4,897,802 -613,038	-11%	-$25.8M	2.92%	6
2024 Q1	$236M	Buy	5,510,840 +1,512,442	+38%	+$62.4M	3.25%	4
2023 Q4	$148M	Buy	3,998,398 +2,152,813	+117%	+$77.3M	2.34%	12
2023 Q3	$66.9M	Hold	1,845,585	–	–	1.38%	34
2023 Q2	$65.8M	Buy	1,845,585 +409,479	+29%	+$14.7M	1.32%	37
2023 Q1	$51.1M	Buy	1,436,106 +263,000	+22%	+$9.2M	1.13%	41
2022 Q4	$41.2M	Hold	1,173,106	–	–	0.91%	43
2022 Q3	$34.5K	Sell	1,173,106 -123,200	-10%	-$4.67M	0.76%	44
2022 Q2	$70.5M	Sell	1,296,306 -89,746	-6%	-$4.95M	1.47%	30
2022 Q1	$75.5M	Buy	1,386,052 +74,400	+6%	+$4.04M	1.55%	32
2021 Q4	$72.3M	Sell	1,311,652 -62,400	-5%	-$3.25M	1.43%	26
2021 Q3	$65.6M	Buy	1,374,052 +40,000	+3%	+$2.01M	1.32%	27
2021 Q2	$66.4M	Hold	1,334,052	–	–	1.27%	26
2021 Q1	$62.3M	Buy	1,334,052 +222,045	+20%	+$10.1M	1.33%	28
2020 Q4	$51.2M	Buy	1,112,007 +154,743	+16%	+$7.11M	1.26%	28
2020 Q3	$40M	Buy	957,264 +6,017	+0.6%	+$301K	1.39%	24
2020 Q2	$48.5M	Buy	951,247 +7,402	+0.8%	+$380K	1.74%	20
2020 Q1	$44.7M	Sell	943,845 -21,600	-2%	-$1.15M	1.56%	22
2019 Q4	$56.7M	Hold	965,445	–	–	1.49%	23
2019 Q3	$51.5M	Hold	965,445	–	–	1.66%	20
2019 Q2	$48.3M	Hold	965,445	–	–	1.54%	27
2019 Q1	$50.4M	Sell	965,445 -6,400	-0.7%	-$320K	1.59%	27
2018 Q4	$46.4M	Hold	971,845	–	–	1.7%	26
2018 Q3	$48.8M	Hold	971,845	–	–	1.53%	28
2018 Q2	$49M	Hold	971,845	–	–	1.43%	25
2018 Q1	$48.7M	Sell	971,845 -10,400	-1%	-$484K	1.33%	25
2017 Q4	$43.5M	Hold	982,245	–	–	1.06%	38
2017 Q3	$49.8M	Hold	982,245	–	–	1.26%	31
2017 Q2	$52.9M	Buy	982,245 +70,400	+8%	+$3.75M	1.51%	22
2017 Q1	$48.1M	Buy	911,845 +272,800	+43%	+$13.8M	1.35%	28
2016 Q4	$30.8M	Hold	639,045	–	–	0.89%	37
2016 Q3	$34.5M	Hold	639,045	–	–	0.84%	38
2016 Q2	$34.6M	Hold	639,045	–	–	0.82%	37
2016 Q1	$32.4M	Hold	639,045	–	–	0.72%	43
2015 Q4	$32.2M	Hold	639,045	–	–	0.71%	48
2015 Q3	$30.7M	Hold	639,045	–	–	0.65%	47
2015 Q2	$33.3M	Buy	639,045 +645	+0.1%	+$36.3K	0.56%	49
2015 Q1	$36.8M	Sell	638,400 -4,000	-0.6%	-$229K	0.6%	44
2014 Q4	$34.3M	Hold	642,400	–	–	0.55%	45
2014 Q3	$36.9M	Buy	642,400 +59,200	+10%	+$3.63M	0.51%	45
2014 Q2	$39M	Hold	583,200	–	–	0.55%	48
2014 Q1	$39M	Hold	583,200	–	–	0.57%	46
2013 Q4	$38.9M	Buy	583,200 +50,400	+9%	+$3.27M	0.54%	46
2013 Q3	$33.4M	Hold	532,800	–	–	0.49%	52
2013 Q2	$33.3M	Buy	+532,800	New	+$33.8M	0.51%	50

Other funds holding GSK

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

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

Mondrian Investment Partners's GSK Position: Q1 2026 in Review

Mondrian Investment Partners reduced its GSK (GSK) stake by 14% in Q1 2026, selling an estimated $44.4M and leaving 4,987,393 shares worth $275M. The position accounts for 4.12% of the portfolio, ranked #2.

Mondrian Investment Partners first reported a position in GSK in Q2 2013 and has held it in 51 quarters since. The position peaked at $285M in Q4 2025. 1,031 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

Mondrian Investment Partners held 4,987,393 shares of GSK worth $275M as of Q1 2026.
Mondrian Investment Partners sold 819,545 GSK shares in Q1 2026, an estimated $44.4M.
GSK made up 4.12% of Mondrian Investment Partners's portfolio in Q1 2026, its #2 holding.
Mondrian Investment Partners first reported a position in GSK in Q2 2013 and has held it in 51 quarters since.
Mondrian Investment Partners's GSK position peaked at $285M in Q4 2025.
1,031 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on Mondrian Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.