NWWA
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New Wave Wealth Advisors’s GSK GSK Stock Holding History

New Wave Wealth 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 		$620K Buy
11,742
+2,943
+33% +$156K 0.17% 118
2026
Q1 		$490K Sell
8,799
-1,907
-18% -$103K 0.17% 102
2025
Q4 		$529K Buy
10,706
+582
+6% +$27.1K 0.19% 87
2025
Q3 		$441K Buy
10,124
+1,211
+14% +$47.3K 0.17% 94
2025
Q2 		$342K Buy
8,913
+48
+0.5% +$1.83K 0.15% 93
2025
Q1 		$343K Sell
8,865
-1,659
-16% -$60.7K 0.15% 85
2024
Q4 		$356K Buy
10,524
+1,226
+13% +$44.1K 0.15% 92
2024
Q3 		$380K Buy
9,298
+30
+0.3% +$1.23K 0.18% 84
2024
Q2 		$357K Buy
+9,268
New +$390K 0.19% 83

Other funds holding GSK

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM

New Wave Wealth Advisors's GSK Position: Q2 2026 in Review

New Wave Wealth Advisors increased its GSK (GSK) stake by 33% in Q2 2026, buying an estimated $156K and bringing the position to 11,742 shares worth $620K. The position accounts for 0.17% of the portfolio, ranked #118.

New Wave Wealth Advisors first reported a position in GSK in Q2 2024 and has held it in 9 quarters since. 368 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • New Wave Wealth Advisors held 11,742 shares of GSK worth $620K as of Q2 2026.
  • New Wave Wealth Advisors bought 2,943 GSK shares in Q2 2026, an estimated $156K.
  • GSK made up 0.17% of New Wave Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • New Wave Wealth Advisors first reported a position in GSK in Q2 2024 and has held it in 9 quarters since.
  • 368 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.