Wealth Management Associates’s GSK GSK Stock Holding History

Wealth Management Associates’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	$228K	Buy	4,129 +5	+0.1%	+$271	0.08%	213
2025 Q4	$202K	Buy	+4,124	New	+$192K	0.07%	223
2022 Q3	–	Sell	-4,877	Closed	-$265K	–	182
2022 Q2	$265K	Buy	4,877 +6	+0.1%	+$331	0.18%	140
2022 Q1	$265K	Buy	4,871 +47	+1%	+$2.55K	0.15%	158
2021 Q4	$266K	Buy	4,824 +14	+0.3%	+$728	0.14%	165
2021 Q3	$230K	Buy	4,810 +12	+0.3%	+$603	0.13%	169
2021 Q2	$239K	Sell	4,798 -182	-4%	-$8.74K	0.14%	175
2021 Q1	$222K	Sell	4,980 -473	-9%	-$21.5K	0.14%	167
2020 Q4	$251K	Sell	5,453 -341	-6%	-$15.7K	0.16%	143
2020 Q3	$273K	Sell	5,794 -64	-1%	-$3.21K	0.21%	120
2020 Q2	$299K	Buy	5,858 +100	+2%	+$5.13K	0.25%	98
2020 Q1	$273K	Buy	5,758 +16	+0.3%	+$853	0.28%	85
2019 Q4	$337K	Buy	5,742 +14	+0.2%	+$779	0.24%	94
2019 Q3	$306K	Buy	5,728 +16	+0.3%	+$823	0.25%	98
2019 Q2	$286K	Buy	5,712 +180	+3%	+$9.03K	0.28%	73
2019 Q1	$289K	Buy	5,532 +16	+0.3%	+$800	0.32%	70
2018 Q4	$263K	Buy	+5,516	New	+$272K	0.35%	64

Other funds holding GSK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Management Associates's GSK Position: Q1 2026 in Review

Wealth Management Associates increased its GSK (GSK) stake by 0.12% in Q1 2026, buying an estimated $271 and bringing the position to 4,129 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #213.

Wealth Management Associates first reported a position in GSK in Q4 2018 and has held it in 17 quarters since. The position peaked at $337K in Q4 2019. 1,031 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

Wealth Management Associates held 4,129 shares of GSK worth $228K as of Q1 2026.
Wealth Management Associates bought 5 GSK shares in Q1 2026, an estimated $271.
GSK made up 0.08% of Wealth Management Associates's portfolio in Q1 2026, its #213 holding.
Wealth Management Associates first reported a position in GSK in Q4 2018 and has held it in 17 quarters since.
Wealth Management Associates's GSK position peaked at $337K in Q4 2019.
1,031 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.