Root Financial Partners
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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
Q3 		$158K Buy
+3,289
New +$168K 0.01% 534
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's GSK Position: Q3 2026 in Review

Root Financial Partners opened a new position in GSK (GSK) in Q3 2026: 3,289 shares worth $158K. The stake represents 0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GSK as recently as Q1 2026.

Root Financial Partners first reported a position in GSK in Q3 2025 and has held it in 4 quarters since. 561 funds tracked by Wall St. Rank hold GSK as of Q3 2026.

  • Root Financial Partners held 3,289 shares of GSK worth $158K as of Q3 2026.
  • GSK was a new Root Financial Partners position in Q3 2026.
  • GSK made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #534 holding.
  • Root Financial Partners first reported a position in GSK in Q3 2025 and has held it in 4 quarters since.
  • 561 funds tracked by Wall St. Rank held GSK as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.