NWWA
GSK icon

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

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

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. 1,040 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.
  • 1,040 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.