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Tred Avon Family Wealth’s GSK GSK Stock Holding History

Tred Avon Family Wealth’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 		$918K Sell
16,632
-2,275
-12% -$123K 0.3% 94
2025
Q4 		$927K Sell
18,907
-480
-2% -$22.4K 0.3% 85
2025
Q3 		$837K Buy
+19,387
New +$757K 0.29% 97

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 $336B AUM 34.66% 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 $1.25B AUM 41.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tred Avon Family Wealth's GSK Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its GSK (GSK) stake by 12% in Q1 2026, selling an estimated $123K and leaving 16,632 shares worth $918K. The position accounts for 0.3% of the portfolio, ranked #94.

Tred Avon Family Wealth first reported a position in GSK in Q3 2025 and has held it in 3 quarters since. The position peaked at $927K in Q4 2025. 1,033 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

  • Tred Avon Family Wealth held 16,632 shares of GSK worth $918K as of Q1 2026.
  • Tred Avon Family Wealth sold 2,275 GSK shares in Q1 2026, an estimated $123K.
  • GSK made up 0.3% of Tred Avon Family Wealth's portfolio in Q1 2026, its #94 holding.
  • Tred Avon Family Wealth first reported a position in GSK in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's GSK position peaked at $927K in Q4 2025.
  • 1,033 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.