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PDS Planning’s GSK GSK Stock Holding History

PDS Planning’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 		$348K Buy
6,639
+207
+3% +$10.9K 0.02% 386
2026
Q1 		$355K Buy
6,432
+21
+0.3% +$1.14K 0.02% 352
2025
Q4 		$314K Buy
6,411
+333
+5% +$15.5K 0.02% 370
2025
Q3 		$262K Sell
6,078
-99
-2% -$3.87K 0.02% 416
2025
Q2 		$237K Sell
6,177
-80
-1% -$3.06K 0.02% 430
2025
Q1 		$242K Buy
+6,257
New +$229K 0.02% 379
2024
Q4 		– Sell
-6,173
Closed -$252K – 453
2024
Q3 		$252K Buy
6,173
+849
+16% +$34.7K 0.02% 347
2024
Q2 		$205K Buy
5,324
+230
+5% +$9.68K 0.02% 357
2024
Q1 		$218K Buy
+5,094
New +$210K 0.02% 342
2022
Q3 		– Sell
-4,202
Closed -$229K – 215
2022
Q2 		$229K Buy
+4,202
New +$232K 0.04% 172

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

PDS Planning's GSK Position: Q2 2026 in Review

PDS Planning increased its GSK (GSK) stake by 3.2% in Q2 2026, buying an estimated $10.9K and bringing the position to 6,639 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #386.

PDS Planning first reported a position in GSK in Q2 2022 and has held it in 10 quarters since. The position peaked at $355K in Q1 2026. 1,040 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • PDS Planning held 6,639 shares of GSK worth $348K as of Q2 2026.
  • PDS Planning bought 207 GSK shares in Q2 2026, an estimated $10.9K.
  • GSK made up 0.02% of PDS Planning's portfolio in Q2 2026, its #386 holding.
  • PDS Planning first reported a position in GSK in Q2 2022 and has held it in 10 quarters since.
  • PDS Planning's GSK position peaked at $355K in Q1 2026.
  • 1,040 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.