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United Capital Financial Advisors’s GSK GSK Stock Holding History

United Capital Financial 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
Q2 		$2.03M Sell
38,679
-6,139
-14% -$325K 0.01% 580
2026
Q1 		$2.47M Sell
44,818
-1,844
-4% -$99.9K 0.02% 504
2025
Q4 		$2.29M Buy
46,662
+324
+0.7% +$15.1K 0.01% 503
2025
Q3 		$2M Sell
46,338
-6,981
-13% -$273K 0.01% 469
2025
Q2 		$2.05M Sell
53,319
-2,823
-5% -$108K 0.02% 437
2025
Q1 		$2.17M Sell
56,142
-2,308
-4% -$84.5K 0.02% 409
2024
Q4 		$1.98M Sell
58,450
-3,757
-6% -$135K 0.02% 416
2024
Q3 		$2.54M Sell
62,207
-2,260
-4% -$92.5K 0.02% 367
2024
Q2 		$2.48M Sell
64,467
-6,600
-9% -$278K 0.02% 363
2024
Q1 		$3.05M Sell
71,067
-36,213
-34% -$1.49M 0.03% 350
2023
Q4 		$3.98M Sell
107,280
-276,737
-72% -$9.93M 0.03% 318
2023
Q3 		$13.9M Sell
384,017
-4,479
-1% -$159K 0.09% 189
2023
Q2 		$13.8M Buy
388,496
+2,906
+0.8% +$104K 0.08% 198
2023
Q1 		$13.7M Buy
385,590
+14,749
+4% +$516K 0.08% 201
2022
Q4 		$13M Buy
370,841
+9,301
+3% +$310K 0.07% 218
2022
Q3 		$10.6M Buy
361,540
+20,721
+6% +$785K 0.06% 232
2022
Q2 		$18.5M Buy
340,819
+5,093
+2% +$281K 0.1% 184
2022
Q1 		$18.3M Buy
335,726
+9,193
+3% +$499K 0.09% 198
2021
Q4 		$18M Buy
326,533
+9,983
+3% +$519K 0.08% 211
2021
Q3 		$15.1M Buy
316,550
+14,486
+5% +$728K 0.08% 222
2021
Q2 		$15M Buy
302,064
+9,278
+3% +$446K 0.08% 224
2021
Q1 		$13.1M Buy
292,786
+20,152
+7% +$915K 0.07% 232
2020
Q4 		$12.5M Buy
272,634
+7,605
+3% +$349K 0.08% 234
2020
Q3 		$12.5M Buy
265,029
+7,568
+3% +$379K 0.08% 220
2020
Q2 		$13.1M Sell
257,461
-11,599
-4% -$595K 0.1% 212
2020
Q1 		$12.7M Sell
269,060
-218
-0.1% -$11.6K 0.11% 198
2019
Q4 		$15.8M Buy
269,278
+26,985
+11% +$1.5M 0.1% 236
2019
Q3 		$12.9M Sell
242,293
-3,938
-2% -$203K 0.09% 254
2019
Q2 		$12.3M Buy
246,231
+7,041
+3% +$353K 0.08% 258
2019
Q1 		$12.5M Buy
239,190
+10,629
+5% +$531K 0.09% 256
2018
Q4 		$10.9M Sell
228,561
-3,445
-1% -$170K 0.09% 244
2018
Q3 		$11.7M Buy
232,006
+9,699
+4% +$493K 0.08% 263
2018
Q2 		$11.2M Sell
222,307
-8,984
-4% -$452K 0.08% 279
2018
Q1 		$11.3M Buy
231,291
+14,856
+7% +$692K 0.09% 265
2017
Q4 		$9.6M Sell
216,435
-11,703
-5% -$541K 0.08% 305
2017
Q3 		$11.6M Buy
228,138
+7,890
+4% +$400K 0.1% 248
2017
Q2 		$11.9M Buy
220,248
+11,223
+5% +$598K 0.11% 230
2017
Q1 		$11M Buy
209,025
+5,627
+3% +$285K 0.1% 238
2016
Q4 		$9.79M Sell
203,398
-2,962
-1% -$146K 0.1% 260
2016
Q3 		$11.1M Buy
206,360
+2,040
+1% +$112K 0.11% 221
2016
Q2 		$11M Buy
204,320
+514
+0.3% +$27.1K 0.11% 209
2016
Q1 		$10.3M Buy
203,806
+6,570
+3% +$327K 0.11% 194
2015
Q4 		$9.95M Sell
197,236
-518
-0.3% -$26.4K 0.11% 196
2015
Q3 		$9.51M Buy
197,754
+7,308
+4% +$380K 0.11% 198
2015
Q2 		$9.91M Sell
190,446
-6,218
-3% -$350K 0.11% 217
2015
Q1 		$11.3M Buy
196,664
+175,544
+831% +$10.1M 0.14% 189
2014
Q4 		$1.13M Buy
21,120
+814
+4% +$45.5K 0.02% 620
2014
Q3 		$1.17M Buy
20,306
+2,420
+14% +$148K 0.02% 564
2014
Q2 		$1.2M Sell
17,886
-4,580
-20% -$310K 0.02% 523
2014
Q1 		$1.5M Buy
22,466
+19,006
+549% +$1.28M 0.03% 407
2013
Q4 		$231K Sell
3,460
-7,600
-69% -$493K 0.01% 576
2013
Q3 		$694K Buy
11,060
+5,833
+112% +$375K 0.02% 394
2013
Q2 		$327K Buy
+5,227
New +$332K 0.01% 580

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
Wellington Management Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

United Capital Financial Advisors's GSK Position: Q2 2026 in Review

United Capital Financial Advisors reduced its GSK (GSK) stake by 14% in Q2 2026, selling an estimated $325K and leaving 38,679 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #580.

United Capital Financial Advisors first reported a position in GSK in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.5M in Q2 2022. 1,037 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • United Capital Financial Advisors held 38,679 shares of GSK worth $2.03M as of Q2 2026.
  • United Capital Financial Advisors sold 6,139 GSK shares in Q2 2026, an estimated $325K.
  • GSK made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #580 holding.
  • United Capital Financial Advisors first reported a position in GSK in Q2 2013 and has held it in 53 quarters since.
  • United Capital Financial Advisors's GSK position peaked at $18.5M in Q2 2022.
  • 1,037 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.