Planning Strategies
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Planning Strategies’s GSK GSK Stock Holding History

Planning Strategies’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
Q3 		$12.1K Buy
251
+91
+57% +$4.65K 0.01% 310
2026
Q2 		$8.39K Buy
+160
New +$8.46K 0.01% 353

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee St Helier, Jersey $1.16B AUM 24.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return

Planning Strategies's GSK Position: Q3 2026 in Review

Planning Strategies increased its GSK (GSK) stake by 57% in Q3 2026, buying an estimated $4.65K and bringing the position to 251 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #310.

Planning Strategies first reported a position in GSK in Q2 2026 and has held it in 2 quarters since. 854 funds tracked by Wall St. Rank hold GSK as of Q3 2026.

  • Planning Strategies held 251 shares of GSK worth $12.1K as of Q3 2026.
  • Planning Strategies bought 91 GSK shares in Q3 2026, an estimated $4.65K.
  • GSK made up 0.01% of Planning Strategies's portfolio in Q3 2026, its #310 holding.
  • Planning Strategies first reported a position in GSK in Q2 2026 and has held it in 2 quarters since.
  • 854 funds tracked by Wall St. Rank held GSK as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.