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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Root Financial Partners's GSK Position: Q1 2026 in Review

Root Financial Partners reduced its GSK (GSK) stake by 12% in Q1 2026, selling an estimated $17K and leaving 2,355 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #461.

Root Financial Partners first reported a position in GSK in Q3 2025 and has held it in 3 quarters since. The position peaked at $131K in Q4 2025. 1,033 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

  • Root Financial Partners held 2,355 shares of GSK worth $130K as of Q1 2026.
  • Root Financial Partners sold 314 GSK shares in Q1 2026, an estimated $17K.
  • GSK made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #461 holding.
  • Root Financial Partners first reported a position in GSK in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's GSK position peaked at $131K in Q4 2025.
  • 1,033 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.