Steph & Co’s GSK GSK Stock Holding History

Steph & Co’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	$28.1K	Buy	583 +56	+11%	+$2.86K	0.01%	211
2026 Q2	$27.6K	Sell	527 -320	-38%	-$16.9K	0.01%	210
2026 Q1	$46.7K	Buy	847 +30	+4%	+$1.63K	0.01%	201
2025 Q4	$40.1K	Buy	817 +379	+87%	+$17.7K	0.01%	212
2025 Q3	$18.9K	Buy	438 +34	+8%	+$1.33K	0.01%	256
2025 Q2	$15.5K	Sell	404 -13	-3%	-$497	0.01%	251
2025 Q1	$16.2K	Buy	417 +90	+28%	+$3.3K	0.01%	215
2024 Q4	$11.1K	Sell	327 -279	-46%	-$10K	﹤0.01%	240
2024 Q3	$24.8K	Buy	606 +140	+30%	+$5.73K	0.01%	208
2024 Q2	$17.9K	Buy	466 +38	+9%	+$1.6K	0.01%	214
2024 Q1	$18.3K	Buy	+428	New	+$17.6K	0.01%	221

Other funds holding GSK

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RWA

Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return

Steph & Co's GSK Position: Q3 2026 in Review

Steph & Co increased its GSK (GSK) stake by 11% in Q3 2026, buying an estimated $2.86K and bringing the position to 583 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #211.

Steph & Co first reported a position in GSK in Q1 2024 and has held it in 11 quarters since. The position peaked at $46.7K in Q1 2026. 155 funds tracked by Wall St. Rank hold GSK as of Q3 2026.

Steph & Co held 583 shares of GSK worth $28.1K as of Q3 2026.
Steph & Co bought 56 GSK shares in Q3 2026, an estimated $2.86K.
GSK made up 0.01% of Steph & Co's portfolio in Q3 2026, its #211 holding.
Steph & Co first reported a position in GSK in Q1 2024 and has held it in 11 quarters since.
Steph & Co's GSK position peaked at $46.7K in Q1 2026.
155 funds tracked by Wall St. Rank held GSK as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.