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SOA Wealth Advisors’s GSK GSK Stock Holding History

SOA Wealth Advisors’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 		$11.1K Sell
202
-75
-27% -$4.06K ﹤0.01% 579
2025
Q4 		$13.6K Sell
277
-288
-51% -$13.4K ﹤0.01% 558
2025
Q3 		$24.4K Sell
565
-280
-33% -$10.9K ﹤0.01% 488
2025
Q2 		$32.4K Buy
845
+605
+252% +$23.1K 0.01% 430
2025
Q1 		$9.31K Sell
240
-160
-40% -$5.86K ﹤0.01% 567
2024
Q4 		$13.5K Sell
400
-51
-11% -$1.84K ﹤0.01% 515
2024
Q3 		$18.5K Sell
451
-287
-39% -$11.7K ﹤0.01% 458
2024
Q2 		$28.4K Sell
738
-904
-55% -$38K 0.01% 384
2024
Q1 		$70.4K Sell
1,642
-633
-28% -$26.1K 0.01% 272
2023
Q4 		$84.3K Hold
2,275
– – 0.02% 251
2023
Q3 		$82.5K Hold
2,275
– – 0.02% 244
2023
Q2 		$81.1K Buy
2,275
+492
+28% +$17.6K 0.02% 250
2023
Q1 		$63.4K Hold
1,783
– – 0.02% 262
2022
Q4 		$62.7K Hold
1,783
– – 0.02% 255
2022
Q3 		$52K Sell
1,783
-91
-5% -$3.45K 0.02% 260
2022
Q2 		$101K Buy
1,874
+516
+38% +$28.5K 0.03% 203
2022
Q1 		$74K Buy
1,358
+10
+0.7% +$543 0.02% 263
2021
Q4 		$74K Buy
1,348
+13
+1% +$676 0.02% 256
2021
Q3 		$63K Buy
1,335
+12
+0.9% +$603 0.02% 279
2021
Q2 		$65K Buy
1,323
+200
+18% +$9.61K 0.02% 274
2021
Q1 		$50K Hold
1,123
– – 0.01% 270
2020
Q4 		$49K Buy
+1,123
New +$51.6K 0.01% 267

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

SOA Wealth Advisors's GSK Position: Q1 2026 in Review

SOA Wealth Advisors reduced its GSK (GSK) stake by 27% in Q1 2026, selling an estimated $4.06K and leaving 202 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

SOA Wealth Advisors first reported a position in GSK in Q4 2020 and has held it in 22 quarters since. The position peaked at $101K in Q2 2022. 1,031 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

  • SOA Wealth Advisors held 202 shares of GSK worth $11.1K as of Q1 2026.
  • SOA Wealth Advisors sold 75 GSK shares in Q1 2026, an estimated $4.06K.
  • GSK made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #579 holding.
  • SOA Wealth Advisors first reported a position in GSK in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's GSK position peaked at $101K in Q2 2022.
  • 1,031 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.