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EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

GSK holding history

GSK plc in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GSK overviewAll 13F holders of GSKFull Q2 2026 holdings

Shares (Q2 2026)
11,304
Value
$592.5K
% of portfolio
<0.1%
Quarters held
19
Since Q2 2021
Holdings of GSK by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,304$592.5K<0.1%+2,855+33.8%AddedHolders
Q1 20268,449$466.3K<0.1%−1,660−16.4%ReducedHolders
Q4 202510,109$495.7K<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20257,559$290.2K<0.1%−16−0.2%ReducedHolders
Q1 20257,575$293.4K<0.1%−1,999−20.9%ReducedHolders
Q4 20249,574$323.8K<0.1%−2,031−17.5%ReducedHolders
Q3 202411,605$474.4K<0.1%+1,490+14.7%AddedHolders
Q2 202410,115$389.4K<0.1%−3,731−26.9%ReducedHolders
Q1 202413,846$593.6K<0.1%+2,755+24.8%AddedHolders
Q4 202311,091$411.0K<0.1%−4,355−28.2%ReducedHolders
Q3 202315,446$559.9K<0.1%+8,834+133.6%AddedHolders
Q2 20236,612$493.8K<0.1%−33,938−83.7%ReducedHolders
Q1 202340,550$47.0K<0.1%+31,315+339.1%AddedHolders
Q4 20229,235$324.5K<0.1%−1,320−12.5%ReducedHolders
Q3 202210,555$311.0K<0.1%+10,555NewHolders
Q2 20220$00.0%−5,204−100.0%Sold outHolders
Q1 20225,204$227.0K<0.1%−310−5.6%ReducedHolders
Q4 20215,514$243.0K<0.1%−2,039−27.0%ReducedHolders
Q3 20217,553$289.0K<0.1%+2,459+48.3%AddedHolders
Q2 20215,094$203.0K<0.1%+5,094NewHolders