SWM
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SHP Wealth Management’s GSK GSK Stock Holding History

SHP 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 		$90.4K Buy
1,637
+70
+4% +$3.79K 0.01% 397
2025
Q4 		$76.9K Buy
+1,567
New +$73.1K 0.01% 396

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 $336B AUM 34.66% 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 $1.25B AUM 41.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SHP Wealth Management increased its GSK (GSK) stake by 4.5% in Q1 2026, buying an estimated $3.79K and bringing the position to 1,637 shares worth $90.4K. The position accounts for 0.01% of the portfolio, ranked #397.

SHP Wealth Management first reported a position in GSK in Q4 2025 and has held it in 2 quarters since. 1,034 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

  • SHP Wealth Management held 1,637 shares of GSK worth $90.4K as of Q1 2026.
  • SHP Wealth Management bought 70 GSK shares in Q1 2026, an estimated $3.79K.
  • GSK made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #397 holding.
  • SHP Wealth Management first reported a position in GSK in Q4 2025 and has held it in 2 quarters since.
  • 1,034 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.