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TruWealth Advisors’s GSK GSK Stock Holding History

TruWealth Advisors’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 		$14.9M Buy
269,102
+2,720
+1% +$147K 0.71% 48
2025
Q4 		$13.1M Buy
266,382
+4,519
+2% +$211K 0.64% 48
2025
Q3 		$11.3M Buy
261,863
+85,052
+48% +$3.32M 0.57% 49
2025
Q2 		$6.79M Buy
+176,811
New +$6.76M 0.37% 56

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $672B AUM 33.48% 1-Year Est. Return

TruWealth Advisors's GSK Position: Q1 2026 in Review

TruWealth Advisors increased its GSK (GSK) stake by 1% in Q1 2026, buying an estimated $147K and bringing the position to 269,102 shares worth $14.9M. The position accounts for 0.71% of the portfolio, ranked #48.

TruWealth Advisors first reported a position in GSK in Q2 2025 and has held it in 4 quarters since. 1,035 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

  • TruWealth Advisors held 269,102 shares of GSK worth $14.9M as of Q1 2026.
  • TruWealth Advisors bought 2,720 GSK shares in Q1 2026, an estimated $147K.
  • GSK made up 0.71% of TruWealth Advisors's portfolio in Q1 2026, its #48 holding.
  • TruWealth Advisors first reported a position in GSK in Q2 2025 and has held it in 4 quarters since.
  • 1,035 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.