Total Wealth Planning & Management’s GSK GSK Stock Holding History

Total Wealth Planning & Management’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	$822K	Buy	15,679 +382	+2%	+$20.2K	0.56%	50
2026 Q1	$844K	Sell	15,297 -1,084	-7%	-$58.7K	0.62%	50
2025 Q4	$803K	Buy	+16,381	New	+$764K	0.6%	46
2025 Q2	$588K	Sell	15,316 -1,565	-9%	-$59.8K	0.48%	68
2025 Q1	$654K	Buy	16,881 +5,356	+46%	+$196K	0.62%	47
2024 Q4	$390K	Buy	+11,525	New	+$415K	0.35%	90

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

Total Wealth Planning & Management's GSK Position: Q2 2026 in Review

Total Wealth Planning & Management increased its GSK (GSK) stake by 2.5% in Q2 2026, buying an estimated $20.2K and bringing the position to 15,679 shares worth $822K. The position accounts for 0.56% of the portfolio, ranked #50.

Total Wealth Planning & Management first reported a position in GSK in Q4 2024 and has held it in 6 quarters since. The position peaked at $844K in Q1 2026. 1,045 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

Total Wealth Planning & Management held 15,679 shares of GSK worth $822K as of Q2 2026.
Total Wealth Planning & Management bought 382 GSK shares in Q2 2026, an estimated $20.2K.
GSK made up 0.56% of Total Wealth Planning & Management's portfolio in Q2 2026, its #50 holding.
Total Wealth Planning & Management first reported a position in GSK in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's GSK position peaked at $844K in Q1 2026.
1,045 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.