WA
GSK icon

Waverly Advisors’s GSK GSK Stock Holding History

Waverly 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 		$1.09M Sell
19,730
-652
-3% -$35.3K 0.01% 806
2025
Q4 		$1,000K Buy
20,382
+6,679
+49% +$312K 0.01% 766
2025
Q3 		$591K Buy
13,703
+561
+4% +$21.9K 0.01% 795
2025
Q2 		$505K Sell
13,142
-237
-2% -$9.06K 0.01% 792
2025
Q1 		$518K Buy
13,379
+146
+1% +$5.34K 0.01% 761
2024
Q4 		$448K Buy
13,233
+7,025
+113% +$253K 0.01% 709
2024
Q3 		$254K Sell
6,208
-851
-12% -$34.8K ﹤0.01% 722
2024
Q2 		$272K Buy
7,059
+73
+1% +$3.07K 0.01% 688
2024
Q1 		$299K Buy
6,986
+869
+14% +$35.8K 0.01% 571
2023
Q4 		$227K Buy
+6,117
New +$220K 0.01% 398
2018
Q1 		– Sell
-139
Closed -$6K – 261
2017
Q4 		$6K Buy
+139
New +$6.42K ﹤0.01% 360
2015
Q1 		– Sell
-174
Closed -$9K – 374
2014
Q4 		$9K Sell
174
-1,096
-86% -$61.3K ﹤0.01% 325
2014
Q3 		$73K Sell
1,270
-240
-16% -$14.7K 0.04% 175
2014
Q2 		$101K Buy
1,510
+670
+80% +$45.4K 0.04% 147
2014
Q1 		$56K Buy
840
+64
+8% +$4.33K 0.03% 211
2013
Q4 		$52K Buy
776
+291
+60% +$18.9K 0.02% 326
2013
Q3 		$30K Buy
+485
New +$31.2K 0.02% 309

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

Waverly Advisors's GSK Position: Q1 2026 in Review

Waverly Advisors reduced its GSK (GSK) stake by 3.2% in Q1 2026, selling an estimated $35.3K and leaving 19,730 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #806.

Waverly Advisors first reported a position in GSK in Q3 2013 and has held it in 17 quarters since. 1,031 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

  • Waverly Advisors held 19,730 shares of GSK worth $1.09M as of Q1 2026.
  • Waverly Advisors sold 652 GSK shares in Q1 2026, an estimated $35.3K.
  • GSK made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #806 holding.
  • Waverly Advisors first reported a position in GSK in Q3 2013 and has held it in 17 quarters since.
  • 1,031 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.