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Summit Trail Advisors’s GSK GSK Stock Holding History

Summit Trail 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 		$1.14M Sell
21,754
-94
-0.4% -$4.97K 0.01% 928
2026
Q1 		$1.21M Buy
21,848
+15,750
+258% +$853K 0.02% 846
2025
Q4 		$302K Sell
6,098
-4,575
-43% -$213K 0.01% 1202
2025
Q3 		$465K Buy
10,673
+290
+3% +$11.3K 0.01% 1099
2025
Q2 		$403K Buy
10,383
+182
+2% +$6.95K 0.01% 806
2025
Q1 		$400K Buy
10,201
+1,367
+15% +$50K 0.01% 277
2024
Q4 		$302K Buy
8,834
+1,457
+20% +$52.5K 0.01% 290
2024
Q3 		$305K Sell
7,377
-96
-1% -$3.93K 0.01% 541
2024
Q2 		$290K Buy
7,473
+2,027
+37% +$85.3K 0.01% 503
2024
Q1 		$236K Buy
+5,446
New +$225K 0.01% 526
2018
Q4 		– Sell
-2,954
Closed -$150K – 166
2018
Q3 		$150K Sell
2,954
-1,084
-27% -$55.1K 0.03% 216
2018
Q2 		$206K Sell
4,038
-8,264
-67% -$416K 0.07% 138
2018
Q1 		$300K Buy
12,302
+3,666
+42% +$171K 0.05% 281
2017
Q4 		$406K Buy
+8,636
New +$399K 0.05% 259

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Summit Trail Advisors's GSK Position: Q2 2026 in Review

Summit Trail Advisors reduced its GSK (GSK) stake by 0.43% in Q2 2026, selling an estimated $4.97K and leaving 21,754 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #928.

Summit Trail Advisors first reported a position in GSK in Q4 2017 and has held it in 14 quarters since. The position peaked at $1.21M in Q1 2026. 1,040 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Summit Trail Advisors held 21,754 shares of GSK worth $1.14M as of Q2 2026.
  • Summit Trail Advisors sold 94 GSK shares in Q2 2026, an estimated $4.97K.
  • GSK made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #928 holding.
  • Summit Trail Advisors first reported a position in GSK in Q4 2017 and has held it in 14 quarters since.
  • Summit Trail Advisors's GSK position peaked at $1.21M in Q1 2026.
  • 1,040 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.