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Pinnacle Wealth Planning Services’s GSK GSK Stock Holding History

Pinnacle Wealth Planning Services’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 		$197K Buy
3,751
+425
+13% +$22.5K 0.02% 528
2026
Q1 		$184K Buy
3,326
+49
+1% +$2.65K 0.02% 508
2025
Q4 		$161K Sell
3,277
-6,213
-65% -$290K 0.02% 553
2025
Q3 		$410K Sell
9,490
-461
-5% -$18K 0.05% 254
2025
Q2 		$382K Buy
9,951
+155
+2% +$5.92K 0.05% 245
2025
Q1 		$379K Buy
9,796
+1,167
+14% +$42.7K 0.06% 215
2024
Q4 		$292K Sell
8,629
-2,050
-19% -$73.8K 0.04% 256
2024
Q3 		$437K Buy
10,679
+784
+8% +$32.1K 0.06% 213
2024
Q2 		$381K Sell
9,895
-181
-2% -$7.61K 0.05% 226
2024
Q1 		$432K Sell
10,076
-721
-7% -$29.7K 0.06% 215
2023
Q4 		$400K Buy
10,797
+2,652
+33% +$95.2K 0.06% 209
2023
Q3 		$295K Buy
8,145
+2,218
+37% +$78.7K 0.05% 256
2023
Q2 		$211K Buy
+5,927
New +$213K 0.03% 368
2022
Q3 		– Sell
-7,576
Closed -$412K – 425
2022
Q2 		$412K Buy
7,576
+867
+13% +$47.9K 0.07% 185
2022
Q1 		$365K Buy
6,709
+860
+15% +$46.7K 0.07% 230
2021
Q4 		$322K Buy
5,849
+1,379
+31% +$71.7K 0.06% 251
2021
Q3 		$213K Buy
+4,470
New +$225K 0.05% 319
2021
Q1 		– Sell
-1,946
Closed -$89K – 1009
2020
Q4 		$89K Buy
+1,946
New +$89.4K 0.02% 523
2018
Q4 		– Sell
-6,160
Closed -$309K – 166
2018
Q3 		$309K Sell
6,160
-10
-0.2% -$508 0.28% 119
2018
Q2 		$312K Sell
6,170
-2,282
-27% -$115K 0.3% 105
2018
Q1 		$413K Buy
8,452
+6,738
+393% +$314K 0.42% 80
2017
Q4 		$76K Buy
+1,714
New +$79.2K 0.15% 107

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

Pinnacle Wealth Planning Services's GSK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its GSK (GSK) stake by 13% in Q2 2026, buying an estimated $22.5K and bringing the position to 3,751 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #528.

Pinnacle Wealth Planning Services first reported a position in GSK in Q4 2017 and has held it in 22 quarters since. The position peaked at $437K in Q3 2024. 1,040 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,751 shares of GSK worth $197K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 425 GSK shares in Q2 2026, an estimated $22.5K.
  • GSK made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #528 holding.
  • Pinnacle Wealth Planning Services first reported a position in GSK in Q4 2017 and has held it in 22 quarters since.
  • Pinnacle Wealth Planning Services's GSK position peaked at $437K in Q3 2024.
  • 1,040 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.