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Whipplewood Advisors’s GSK GSK Stock Holding History

Whipplewood 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 		$6.82K Sell
130
-452
-78% -$23.9K ﹤0.01% 282
2026
Q1 		$32.1K Buy
582
+550
+1,719% +$29.8K 0.02% 324
2025
Q4 		$1.57K Buy
+32
New +$1.49K ﹤0.01% 360
2025
Q3 		– Sell
-1,196
Closed -$45.9K – 668
2025
Q2 		$45.9K Sell
1,196
-58,935
-98% -$2.25M 0.03% 325
2025
Q1 		$52.7K Buy
60,131
+58,785
+4,367% +$2.15M 0.03% 303
2024
Q4 		$45.5K Buy
+1,346
New +$48.5K 0.03% 325

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

Whipplewood Advisors's GSK Position: Q2 2026 in Review

Whipplewood Advisors reduced its GSK (GSK) stake by 78% in Q2 2026, selling an estimated $23.9K and leaving 130 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Whipplewood Advisors first reported a position in GSK in Q4 2024 and has held it in 6 quarters since. The position peaked at $52.7K in Q1 2025. 1,037 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Whipplewood Advisors held 130 shares of GSK worth $6.82K as of Q2 2026.
  • Whipplewood Advisors sold 452 GSK shares in Q2 2026, an estimated $23.9K.
  • GSK made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #282 holding.
  • Whipplewood Advisors first reported a position in GSK in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's GSK position peaked at $52.7K in Q1 2025.
  • 1,037 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.