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Summit Financial’s GSK GSK Stock Holding History

Summit Financial’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 		$876K Buy
15,731
+8,166
+108% +$443K 0.01% 820
2025
Q4 		$374K Buy
7,565
+368
+5% +$17.2K 0.01% 990
2025
Q3 		$311K Sell
7,197
-528
-7% -$20.6K ﹤0.01% 1049
2025
Q2 		$300K Buy
7,725
+1,068
+16% +$40.8K 0.01% 680
2025
Q1 		$258K Sell
6,657
-471
-7% -$17.2K 0.01% 645
2024
Q4 		$244K Buy
7,128
+2,218
+45% +$79.8K 0.01% 581
2024
Q3 		$202K Buy
+4,910
New +$201K 0.01% 526

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

Summit Financial's GSK Position: Q1 2026 in Review

Summit Financial increased its GSK (GSK) stake by 108% in Q1 2026, buying an estimated $443K and bringing the position to 15,731 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #820.

Summit Financial first reported a position in GSK in Q3 2024 and has held it in 7 quarters since. 1,032 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

  • Summit Financial held 15,731 shares of GSK worth $876K as of Q1 2026.
  • Summit Financial bought 8,166 GSK shares in Q1 2026, an estimated $443K.
  • GSK made up 0.01% of Summit Financial's portfolio in Q1 2026, its #820 holding.
  • Summit Financial first reported a position in GSK in Q3 2024 and has held it in 7 quarters since.
  • 1,032 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.