Atria Wealth Solutions’s GSK GSK Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$208K	Sell	5,375 -4,195	-44%	-$160K	﹤0.01%	1374
2025 Q1	$371K	Sell	9,570 -11,195	-54%	-$410K	﹤0.01%	1358
2024 Q4	$702K	Sell	20,765 -5,040	-20%	-$181K	0.01%	1074
2024 Q3	$1.06M	Sell	25,805 -8,133	-24%	-$333K	0.01%	893
2024 Q2	$1.31M	Buy	33,938 +3,310	+11%	+$139K	0.01%	782
2024 Q1	$1.32M	Sell	30,628 -1,390	-4%	-$57.3K	0.01%	791
2023 Q4	$1.19M	Buy	32,018 +3,736	+13%	+$134K	0.01%	796
2023 Q3	$1.03M	Sell	28,282 -2,044	-7%	-$72.5K	0.01%	798
2023 Q2	$1.08M	Sell	30,326 -284	-0.9%	-$10.2K	0.01%	803
2023 Q1	$1.1M	Buy	30,610 +8,905	+41%	+$312K	0.02%	760
2022 Q4	$766K	Sell	21,705 -9,076	-29%	-$302K	0.01%	883
2022 Q3	$910K	Buy	30,781 +6,887	+29%	+$261K	0.02%	746
2022 Q2	$1.3M	Sell	23,894 -5,824	-20%	-$322K	0.02%	584
2022 Q1	$1.64M	Buy	+29,718	New	+$1.61M	0.03%	547

Other funds holding GSK

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

Fidelity Investments

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

Fisher Asset Management

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

Primecap Management

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

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

Royal Bank of Canada

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Holocene Advisors

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return