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Root Financial Partners’s GSK GSK Stock Holding History

Root Financial Partners’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 		– Sell
-2,355
Closed -$130K – 1563
2026
Q1 		$130K Sell
2,355
-314
-12% -$17K 0.01% 461
2025
Q4 		$131K Buy
2,669
+1,108
+71% +$51.7K 0.01% 381
2025
Q3 		$67.4K Buy
+1,561
New +$61K ﹤0.01% 568

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

Root Financial Partners's GSK Position: Q2 2026 in Review

Root Financial Partners sold out of GSK (GSK) in Q2 2026, closing a stake of 2,355 shares — an estimated $130K sold.

Root Financial Partners first reported a position in GSK in Q3 2025 and held it in 3 quarters. The position peaked at $131K in Q4 2025. 1,040 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Root Financial Partners reported no remaining GSK position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,355 GSK shares in Q2 2026, an estimated $130K.
  • Root Financial Partners first reported a position in GSK in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's GSK position peaked at $131K in Q4 2025.
  • 1,040 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.