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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
Q2 		$15.2M Buy
290,593
+270,863
+1,373% +$14.3M 0.09% 213
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 $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

Waverly Advisors's GSK Position: Q2 2026 in Review

Waverly Advisors increased its GSK (GSK) stake by 1,373% in Q2 2026, buying an estimated $14.3M and bringing the position to 290,593 shares worth $15.2M. The position accounts for 0.09% of the portfolio, ranked #213.

Waverly Advisors first reported a position in GSK in Q3 2013 and has held it in 18 quarters since. 1,040 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Waverly Advisors held 290,593 shares of GSK worth $15.2M as of Q2 2026.
  • Waverly Advisors bought 270,863 GSK shares in Q2 2026, an estimated $14.3M.
  • GSK made up 0.09% of Waverly Advisors's portfolio in Q2 2026, its #213 holding.
  • Waverly Advisors first reported a position in GSK in Q3 2013 and has held it in 18 quarters since.
  • 1,040 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.