Optimist Retirement Group’s GSK GSK Stock Holding History

Optimist Retirement Group’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	$2.68M	Sell	51,040 -232	-0.5%	-$12.3K	1.03%	22
2026 Q1	$2.83M	Sell	51,272 -6,776	-12%	-$367K	1.25%	13
2025 Q4	$2.85M	Sell	58,048 -1,172	-2%	-$54.7K	1.3%	16
2025 Q3	$2.56M	Buy	59,220 +1,774	+3%	+$69.3K	1.16%	20
2025 Q2	$2.21M	Sell	57,446 -3,298	-5%	-$126K	1.06%	29
2025 Q1	$2.35M	Buy	60,744 +28,328	+87%	+$1.04M	1.18%	22
2024 Q4	$1.1M	Sell	32,416 -17,138	-35%	-$617K	0.52%	40
2024 Q3	$2.03M	Buy	49,554 +1,790	+4%	+$73.2K	0.91%	40
2024 Q2	$1.84M	Buy	47,764 +4,581	+11%	+$193K	0.97%	33
2024 Q1	$1.85M	Buy	43,183 +12,088	+39%	+$498K	0.95%	28
2023 Q4	$1.15M	Buy	+31,095	New	+$1.12M	0.75%	31

Other funds holding GSK

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 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Optimist Retirement Group's GSK Position: Q2 2026 in Review

Optimist Retirement Group reduced its GSK (GSK) stake by 0.45% in Q2 2026, selling an estimated $12.3K and leaving 51,040 shares worth $2.68M. The position accounts for 1.03% of the portfolio, ranked #22.

Optimist Retirement Group first reported a position in GSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.85M in Q4 2025. 754 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

Optimist Retirement Group held 51,040 shares of GSK worth $2.68M as of Q2 2026.
Optimist Retirement Group sold 232 GSK shares in Q2 2026, an estimated $12.3K.
GSK made up 1.03% of Optimist Retirement Group's portfolio in Q2 2026, its #22 holding.
Optimist Retirement Group first reported a position in GSK in Q4 2023 and has held it in 11 quarters since.
Optimist Retirement Group's GSK position peaked at $2.85M in Q4 2025.
754 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.