CarsonAllaria Wealth Management’s GSK GSK Stock Holding History

CarsonAllaria Wealth Management’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 Q3	–	Sell	-3,973	Closed	-$153K	–	180
2025 Q2	$153K	Buy	3,973 +14	+0.4%	+$535	0.08%	82
2025 Q1	$153K	Buy	3,959 +242	+7%	+$8.86K	0.09%	83
2024 Q4	$126K	Sell	3,717 -289	-7%	-$10.4K	0.07%	87
2024 Q3	$164K	Buy	4,006 +138	+4%	+$5.64K	0.09%	76
2024 Q2	$149K	Sell	3,868 -461	-11%	-$19.4K	0.09%	74
2024 Q1	$186K	Sell	4,329 -1,570	-27%	-$64.7K	0.12%	68
2023 Q4	$219K	Sell	5,899 -1,216	-17%	-$43.7K	0.16%	61
2023 Q3	$258K	Buy	7,115 +5,502	+341%	+$195K	0.21%	52
2023 Q2	$57.5K	Sell	1,613 -3,636	-69%	-$130K	0.05%	107
2023 Q1	$187K	Buy	5,249 +1,730	+49%	+$60.5K	0.16%	69
2022 Q4	$124K	Sell	3,519 -1,362	-28%	-$45.4K	0.11%	78
2022 Q3	$144K	Buy	+4,881	New	+$185K	0.13%	76
2022 Q2	–	Sell	-128	Closed	-$7K	–	336
2022 Q1	$7K	Hold	128	–	–	0.01%	216
2021 Q4	$7K	Buy	+128	New	+$6.66K	0.01%	232

Other funds holding GSK

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Holocene Advisors New York $41.5B AUM 42.97% 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

CarsonAllaria Wealth Management's GSK Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of GSK (GSK) in Q3 2025, closing a stake of 3,973 shares — an estimated $153K sold.

CarsonAllaria Wealth Management first reported a position in GSK in Q4 2021 and held it in 14 quarters. The position peaked at $258K in Q3 2023. 895 funds tracked by Wall St. Rank hold GSK as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining GSK position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 3,973 GSK shares in Q3 2025, an estimated $153K.
CarsonAllaria Wealth Management first reported a position in GSK in Q4 2021 and held it in 14 quarters.
CarsonAllaria Wealth Management's GSK position peaked at $258K in Q3 2023.
895 funds tracked by Wall St. Rank held GSK as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.