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Summit Wealth Group (Colorado)’s GSK GSK Stock Holding History

Summit Wealth Group (Colorado)’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 		$262K Buy
4,992
+569
+13% +$30.1K 0.02% 328
2026
Q1 		$244K Buy
4,423
+144
+3% +$7.8K 0.03% 294
2025
Q4 		$210K Buy
+4,279
New +$200K 0.03% 263

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 Wealth Group (Colorado)'s GSK Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its GSK (GSK) stake by 13% in Q2 2026, buying an estimated $30.1K and bringing the position to 4,992 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #328.

Summit Wealth Group (Colorado) first reported a position in GSK in Q4 2025 and has held it in 3 quarters since. 1,045 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Summit Wealth Group (Colorado) held 4,992 shares of GSK worth $262K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 569 GSK shares in Q2 2026, an estimated $30.1K.
  • GSK made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #328 holding.
  • Summit Wealth Group (Colorado) first reported a position in GSK in Q4 2025 and has held it in 3 quarters since.
  • 1,045 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.