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Cerro Pacific Wealth Advisors’s GSK GSK Stock Holding History

Cerro Pacific Wealth Advisors’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 		– Sell
-8,322
Closed -$281K – 165
2025
Q1 		$281K Sell
8,322
-2,975
-26% -$109K 0.09% 132
2024
Q4 		$462K Sell
11,297
-5,360
-32% -$193K 0.15% 102
2024
Q3 		$641K Hold
16,657
– – 0.24% 84
2024
Q2 		$641K Buy
+16,657
New +$701K 0.25% 85
2023
Q1 		$503K Buy
14,127
+4,613
+48% +$161K 0.28% 89
2022
Q4 		$334K Buy
+9,514
New +$317K 0.18% 124
2022
Q3 		– Sell
-4,076
Closed -$222K – 144
2022
Q2 		$222K Buy
+4,076
New +$225K 0.14% 134

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 $295B AUM 31.6% 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 $1.2B AUM 37.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return