Symphony Financial’s GSK GSK Stock Holding History

Symphony 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 Q2	$234K	Buy	4,433 +9	+0.2%	+$476	0.03%	320
2026 Q1	$241K	Buy	+4,424	New	+$240K	0.03%	272
2025 Q4	–	Sell	-6,171	Closed	-$263K	–	298
2025 Q3	$263K	Buy	6,171 +408	+7%	+$15.9K	0.03%	232
2025 Q2	$222K	Buy	+5,763	New	+$220K	0.03%	238
2025 Q1	–	Sell	-8,397	Closed	-$284K	–	149
2024 Q4	$284K	Buy	8,397 +209	+3%	+$7.52K	0.04%	183
2024 Q3	$333K	Sell	8,188 -96	-1%	-$3.93K	0.06%	177
2024 Q2	$320K	Buy	8,284 +382	+5%	+$16.1K	0.06%	162
2024 Q1	$339K	Hold	7,902	–	–	0.08%	142
2023 Q4	$315K	Buy	+7,902	New	+$284K	0.07%	163
2023 Q3	–	Sell	-7,440	Closed	-$264K	–	174
2023 Q2	$264K	Sell	7,440 -15,005	-67%	-$538K	0.06%	163
2023 Q1	$792K	Buy	22,445 +3,622	+19%	+$127K	0.21%	98
2022 Q4	$659K	Buy	+18,823	New	+$627K	0.17%	108

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

Symphony Financial's GSK Position: Q2 2026 in Review

Symphony Financial increased its GSK (GSK) stake by 0.2% in Q2 2026, buying an estimated $476 and bringing the position to 4,433 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #320.

Symphony Financial first reported a position in GSK in Q4 2022 and has held it in 12 quarters since. The position peaked at $792K in Q1 2023. 1,037 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

Symphony Financial held 4,433 shares of GSK worth $234K as of Q2 2026.
Symphony Financial bought 9 GSK shares in Q2 2026, an estimated $476.
GSK made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #320 holding.
Symphony Financial first reported a position in GSK in Q4 2022 and has held it in 12 quarters since.
Symphony Financial's GSK position peaked at $792K in Q1 2023.
1,037 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.