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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Personal CFO Solutions's GSK Position: Q1 2026 in Review

Personal CFO Solutions increased its GSK (GSK) stake by 54% in Q1 2026, buying an estimated $293K and bringing the position to 15,430 shares worth $856K. The position accounts for 0.12% of the portfolio, ranked #149.

Personal CFO Solutions first reported a position in GSK in Q2 2022 and has held it in 15 quarters since. 1,031 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

  • Personal CFO Solutions held 15,430 shares of GSK worth $856K as of Q1 2026.
  • Personal CFO Solutions bought 5,415 GSK shares in Q1 2026, an estimated $293K.
  • GSK made up 0.12% of Personal CFO Solutions's portfolio in Q1 2026, its #149 holding.
  • Personal CFO Solutions first reported a position in GSK in Q2 2022 and has held it in 15 quarters since.
  • 1,031 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.