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Roberts Wealth Advisors, LLC

SEC CIK
0001885319
Latest filing
Jul 29, 2026

GSK holding history

GSK plc in every 13F filed by Roberts 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)
85,719
Value
$4.49M
% of portfolio
1.0%
Quarters held
20
Since Q3 2021
Holdings of GSK by Roberts Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202685,719$4.49M1.0%+243+0.3%AddedHolders
Q1 202685,476$4.72M1.2%−295−0.3%ReducedHolders
Q4 202585,771$4.21M1.1%+644+0.8%AddedHolders
Q3 202585,127$3.67M1.0%+933+1.1%AddedHolders
Q2 202584,194$3.23M0.9%+3,847+4.8%AddedHolders
Q1 202580,347$3.11M1.0%−400.0%ReducedHolders
Q4 202480,387$2.64M0.8%−4,989−5.8%ReducedHolders
Q3 202485,376$3.25M1.0%+1,760+2.1%AddedHolders
Q2 202483,616$3.23M1.1%+1,263+1.5%AddedHolders
Q1 202482,353$3.34M1.2%+1,916+2.4%AddedHolders
Q4 202380,437––+9,320+13.1%AddedHolders
Q3 202371,117$2.60M1.1%+3,125+4.6%AddedHolders
Q2 202367,992$2.42M1.1%+5,699+9.1%AddedHolders
Q1 202362,293$2.28M1.0%+6,690+12.0%AddedHolders
Q4 202255,603$1.96M0.9%−11,440−17.1%ReducedHolders
Q3 202267,043$2.01M1.0%−14,864−18.1%ReducedHolders
Q2 202281,907$3.47M1.5%+11,331+16.1%AddedHolders
Q1 202270,576$3.10M1.2%+4,157+6.3%AddedHolders
Q4 202166,419$2.90M1.0%+2,091+3.3%AddedHolders
Q3 202164,328$2.46M1.0%–No prior filingHolders