Summit Financial Wealth Advisors’s GSK GSK Stock Holding History

Summit Financial 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 Q2	$345K	Sell	6,585 -12	-0.2%	-$635	0.04%	161
2026 Q1	$364K	Buy	6,597 +50	+0.8%	+$2.71K	0.05%	135
2025 Q4	$321K	Hold	6,547	–	–	0.05%	141
2025 Q3	$298K	Buy	6,547 +353	+6%	+$13.8K	0.05%	140
2025 Q2	$238K	Hold	6,194	–	–	0.04%	150
2025 Q1	$240K	Buy	+6,194	New	+$227K	0.05%	128
2020 Q3	–	Sell	-4,272	Closed	-$217K	–	124
2020 Q2	$217K	Buy	+4,272	New	+$219K	0.06%	111
2020 Q1	–	Sell	-3,896	Closed	-$226K	–	129
2019 Q4	$226K	Hold	3,896	–	–	0.05%	124
2019 Q3	$205K	Buy	+3,896	New	+$200K	0.05%	139
2019 Q2	–	Sell	-3,959	Closed	-$207K	–	155
2019 Q1	$207K	Buy	+3,959	New	+$198K	0.05%	127
2015 Q4	–	Sell	-2,234	Closed	-$107K	–	158
2015 Q3	$107K	Hold	2,234	–	–	0.07%	96
2015 Q2	$116K	Hold	2,234	–	–	0.07%	98
2015 Q1	$124K	Hold	2,234	–	–	0.08%	83
2014 Q4	$119K	Buy	+2,234	New	+$125K	0.08%	84

Other funds holding GSK

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Summit Financial Wealth Advisors's GSK Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its GSK (GSK) stake by 0.18% in Q2 2026, selling an estimated $635 and leaving 6,585 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #161.

Summit Financial Wealth Advisors first reported a position in GSK in Q4 2014 and has held it in 14 quarters since. The position peaked at $364K in Q1 2026. 1,040 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

Summit Financial Wealth Advisors held 6,585 shares of GSK worth $345K as of Q2 2026.
Summit Financial Wealth Advisors sold 12 GSK shares in Q2 2026, an estimated $635.
GSK made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #161 holding.
Summit Financial Wealth Advisors first reported a position in GSK in Q4 2014 and has held it in 14 quarters since.
Summit Financial Wealth Advisors's GSK position peaked at $364K in Q1 2026.
1,040 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.