TWPM
GSK icon

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
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
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

Total Wealth Planning & Management's GSK Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its GSK (GSK) stake by 6.6% in Q1 2026, selling an estimated $58.7K and leaving 15,297 shares worth $844K. The position accounts for 0.62% of the portfolio, ranked #50.

Total Wealth Planning & Management first reported a position in GSK in Q4 2024 and has held it in 5 quarters since. 1,031 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

  • Total Wealth Planning & Management held 15,297 shares of GSK worth $844K as of Q1 2026.
  • Total Wealth Planning & Management sold 1,084 GSK shares in Q1 2026, an estimated $58.7K.
  • GSK made up 0.62% of Total Wealth Planning & Management's portfolio in Q1 2026, its #50 holding.
  • Total Wealth Planning & Management first reported a position in GSK in Q4 2024 and has held it in 5 quarters since.
  • 1,031 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.