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Personal CFO Solutions’s GSK GSK Stock Holding History

Personal CFO Solutions’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 		$788K Sell
14,903
-527
-3% -$27.9K 0.11% 159
2026
Q1 		$856K Buy
15,430
+5,415
+54% +$293K 0.12% 149
2025
Q4 		$491K Sell
10,015
-3,337
-25% -$156K 0.08% 239
2025
Q3 		$576K Buy
13,352
+452
+4% +$17.7K 0.1% 206
2025
Q2 		$495K Buy
12,900
+523
+4% +$20K 0.09% 228
2025
Q1 		$479K Buy
12,377
+653
+6% +$23.9K 0.1% 217
2024
Q4 		$397K Buy
11,724
+626
+6% +$22.5K 0.08% 246
2024
Q3 		$454K Buy
11,098
+629
+6% +$25.7K 0.06% 288
2024
Q2 		$403K Sell
10,469
-48
-0.5% -$2.02K 0.06% 298
2024
Q1 		$451K Buy
10,517
+430
+4% +$17.7K 0.07% 280
2023
Q4 		$374K Buy
10,087
+263
+3% +$9.44K 0.06% 313
2023
Q3 		$356K Buy
9,824
+1,255
+15% +$44.5K 0.07% 283
2023
Q2 		$305K Buy
8,569
+1,456
+20% +$52.2K 0.06% 326
2023
Q1 		$253K Buy
7,113
+1,087
+18% +$38K 0.05% 364
2022
Q4 		$212K Buy
+6,026
New +$201K 0.04% 408
2022
Q3 		– Sell
-4,161
Closed -$226K – 439
2022
Q2 		$226K Buy
+4,161
New +$230K 0.05% 352

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

Personal CFO Solutions's GSK Position: Q2 2026 in Review

Personal CFO Solutions reduced its GSK (GSK) stake by 3.4% in Q2 2026, selling an estimated $27.9K and leaving 14,903 shares worth $788K. The position accounts for 0.11% of the portfolio, ranked #159.

Personal CFO Solutions first reported a position in GSK in Q2 2022 and has held it in 16 quarters since. The position peaked at $856K in Q1 2026. 1,040 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Personal CFO Solutions held 14,903 shares of GSK worth $788K as of Q2 2026.
  • Personal CFO Solutions sold 527 GSK shares in Q2 2026, an estimated $27.9K.
  • GSK made up 0.11% of Personal CFO Solutions's portfolio in Q2 2026, its #159 holding.
  • Personal CFO Solutions first reported a position in GSK in Q2 2022 and has held it in 16 quarters since.
  • Personal CFO Solutions's GSK position peaked at $856K in Q1 2026.
  • 1,040 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.