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Compass Wealth Management’s GSK GSK Stock Holding History

Compass 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
Q2 		– Sell
-444
Closed -$17.2K – 252
2025
Q1 		$17.2K Hold
444
– – ﹤0.01% 332
2024
Q4 		$15K Hold
444
– – ﹤0.01% 332
2024
Q3 		$18.2K Hold
444
– – ﹤0.01% 330
2024
Q2 		$17.1K Hold
444
– – ﹤0.01% 336
2024
Q1 		$19K Hold
444
– – ﹤0.01% 326
2023
Q4 		$16.5K Hold
444
– – ﹤0.01% 325
2023
Q3 		$16.1K Buy
444
+364
+455% +$12.9K 0.01% 329
2023
Q2 		$2.85K Sell
80
-560
-88% -$20.1K ﹤0.01% 387
2023
Q1 		$22.8K Hold
640
– – 0.01% 310
2022
Q4 		$22.5K Buy
+640
New +$21.3K 0.01% 305

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

Compass Wealth Management's GSK Position: Q2 2025 in Review

Compass Wealth Management sold out of GSK (GSK) in Q2 2025, closing a stake of 444 shares — an estimated $17.2K sold.

Compass Wealth Management first reported a position in GSK in Q4 2022 and held it in 10 quarters. The position peaked at $22.8K in Q1 2023. 890 funds tracked by Wall St. Rank hold GSK as of Q2 2025.

  • Compass Wealth Management reported no remaining GSK position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 444 GSK shares in Q2 2025, an estimated $17.2K.
  • Compass Wealth Management first reported a position in GSK in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's GSK position peaked at $22.8K in Q1 2023.
  • 890 funds tracked by Wall St. Rank held GSK as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.