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Mount Yale Investment Advisors’s GSK GSK Stock Holding History

Mount Yale Investment 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 		$1.1M Sell
20,895
-11,847
-36% -$627K 0.02% 560
2026
Q1 		$1.81M Buy
32,742
+19,966
+156% +$1.08M 0.04% 391
2025
Q4 		$631K Buy
12,776
+5,839
+84% +$272K 0.03% 403
2025
Q3 		$302K Sell
6,937
-7,017
-50% -$274K 0.02% 521
2025
Q2 		$536K Buy
13,954
+3,080
+28% +$118K 0.04% 325
2025
Q1 		$421K Sell
10,874
-56
-0.5% -$2.05K 0.04% 363
2024
Q4 		$370K Sell
10,930
-23,951
-69% -$862K 0.03% 396
2024
Q3 		$1.43M Buy
34,881
+17,829
+105% +$729K 0.14% 155
2024
Q2 		$657K Sell
17,052
-2,102
-11% -$88.4K 0.05% 292
2024
Q1 		$821K Buy
19,154
+6,481
+51% +$267K 0.06% 261
2023
Q4 		$470K Buy
12,673
+655
+5% +$23.5K 0.04% 326
2023
Q3 		$436K Sell
12,018
-14,664
-55% -$520K 0.05% 326
2023
Q2 		$951K Buy
26,682
+9,876
+59% +$354K 0.1% 204
2023
Q1 		$598K Buy
16,806
+10,001
+147% +$350K 0.07% 268
2022
Q4 		$239K Sell
6,805
-17,483
-72% -$582K 0.03% 404
2022
Q3 		$715K Buy
24,288
+8,217
+51% +$311K 0.09% 223
2022
Q2 		$874K Buy
16,071
+1,443
+10% +$79.7K 0.11% 185
2022
Q1 		$796K Buy
14,628
+2,347
+19% +$127K 0.09% 234
2021
Q4 		$677K Buy
12,281
+7,563
+160% +$393K 0.07% 252
2021
Q3 		$225K Buy
+4,718
New +$237K 0.03% 423
2020
Q4 		– Sell
-5,522
Closed -$260K – 408
2020
Q3 		$260K Sell
5,522
-10
-0.2% -$501 0.04% 291
2020
Q2 		$282K Buy
5,532
+254
+5% +$13K 0.05% 270
2020
Q1 		$250K Sell
5,278
-719
-12% -$38.4K 0.06% 250
2019
Q4 		$351K Buy
+5,997
New +$334K 0.06% 262
2018
Q4 		– Sell
-2,130
Closed -$109K – 500
2018
Q3 		$109K Buy
2,130
+260
+14% +$13.2K 0.02% 416
2018
Q2 		$94K Sell
1,870
-4
-0.2% -$201 0.02% 478
2018
Q1 		$92K Buy
+1,874
New +$87.3K 0.02% 481

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

Mount Yale Investment Advisors's GSK Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its GSK (GSK) stake by 36% in Q2 2026, selling an estimated $627K and leaving 20,895 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #560.

Mount Yale Investment Advisors first reported a position in GSK in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.81M in Q1 2026. 1,037 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Mount Yale Investment Advisors held 20,895 shares of GSK worth $1.1M as of Q2 2026.
  • Mount Yale Investment Advisors sold 11,847 GSK shares in Q2 2026, an estimated $627K.
  • GSK made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #560 holding.
  • Mount Yale Investment Advisors first reported a position in GSK in Q1 2018 and has held it in 27 quarters since.
  • Mount Yale Investment Advisors's GSK position peaked at $1.81M in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.