RKL Wealth Management’s GSK GSK Stock Holding History

RKL Wealth Management’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	$391K	Hold	7,083	–	–	0.04%	141
2025 Q4	$347K	Hold	7,083	–	–	0.03%	153
2025 Q3	$306K	Hold	7,083	–	–	0.03%	157
2025 Q2	$272K	Hold	7,083	–	–	0.02%	160
2025 Q1	$274K	Sell	7,083 -941	-12%	-$34.5K	0.03%	158
2024 Q4	$271K	Buy	8,024 +919	+13%	+$33.1K	0.02%	151
2024 Q3	$290K	Sell	7,105 -2	-0%	-$82	0.03%	129
2024 Q2	$274K	Sell	7,107 -13	-0.2%	-$547	0.03%	123
2024 Q1	$305K	Buy	7,120 +13	+0.2%	+$536	0.03%	121
2023 Q4	$263K	Buy	+7,107	New	+$255K	0.03%	130
2017 Q4	–	Sell	-8,434	Closed	-$425K	–	141
2017 Q3	$425K	Sell	8,434 -3,108	-27%	-$158K	0.12%	109
2017 Q2	$621K	Sell	11,542 -2,932	-20%	-$156K	0.2%	97
2017 Q1	$762K	Sell	14,474 -3,876	-21%	-$197K	0.31%	60
2016 Q4	$883K	Sell	18,350 -2,010	-10%	-$99.3K	0.43%	52
2016 Q3	$1.1M	Buy	20,360 +3,506	+21%	+$192K	0.55%	44
2016 Q2	$897K	Buy	16,854 +6,562	+64%	+$346K	0.47%	46
2016 Q1	$522K	Buy	+10,292	New	+$513K	0.3%	46

Other funds holding GSK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RKL Wealth Management's GSK Position: Q1 2026 in Review

RKL Wealth Management held its GSK (GSK) position steady in Q1 2026 at 7,083 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #141.

RKL Wealth Management first reported a position in GSK in Q1 2016 and has held it in 17 quarters since. The position peaked at $1.1M in Q3 2016. 1,031 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

RKL Wealth Management held 7,083 shares of GSK worth $391K as of Q1 2026.
RKL Wealth Management left its GSK share count unchanged in Q1 2026.
GSK made up 0.04% of RKL Wealth Management's portfolio in Q1 2026, its #141 holding.
RKL Wealth Management first reported a position in GSK in Q1 2016 and has held it in 17 quarters since.
RKL Wealth Management's GSK position peaked at $1.1M in Q3 2016.
1,031 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.