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Center for Financial Planning’s GSK GSK Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-100
Closed -$4.32K – 718
2025
Q3 		$4.32K Buy
+100
New +$3.91K ﹤0.01% 554
2024
Q3 		– Sell
-55
Closed -$2.12K – 592
2024
Q2 		$2.12K Hold
55
– – ﹤0.01% 499
2024
Q1 		$2.36K Buy
+55
New +$2.27K ﹤0.01% 512

Other funds holding GSK

Dodge & Cox
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 $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Center for Financial Planning's GSK Position: Q4 2025 in Review

Center for Financial Planning sold out of GSK (GSK) in Q4 2025, closing a stake of 100 shares — an estimated $4.32K sold.

Center for Financial Planning first reported a position in GSK in Q1 2024 and held it in 3 quarters. The position peaked at $4.32K in Q3 2025. 996 funds tracked by Wall St. Rank hold GSK as of Q4 2025.

  • Center for Financial Planning reported no remaining GSK position as of Q4 2025 after selling out during the quarter.
  • Center for Financial Planning sold 100 GSK shares in Q4 2025, an estimated $4.32K.
  • Center for Financial Planning first reported a position in GSK in Q1 2024 and held it in 3 quarters.
  • Center for Financial Planning's GSK position peaked at $4.32K in Q3 2025.
  • 996 funds tracked by Wall St. Rank held GSK as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.