CWM
GSK icon

Congress Wealth Management’s GSK GSK Stock Holding History

Congress 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 		$974K Buy
25,360
+8,590
+51% +$328K 0.01% 713
2025
Q1 		$648K Buy
+16,770
New +$614K 0.01% 742

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $169B AUM 114.72% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

Congress Wealth Management increased its GSK (GSK) stake by 51% in Q2 2025, buying an estimated $328K and bringing the position to 25,360 shares worth $974K. The position accounts for 0.01% of the portfolio, ranked #713.

Congress Wealth Management first reported a position in GSK in Q1 2025 and has held it in 2 quarters since. 892 funds tracked by Wall St. Rank hold GSK as of Q2 2025.

  • Congress Wealth Management held 25,360 shares of GSK worth $974K as of Q2 2025.
  • Congress Wealth Management bought 8,590 GSK shares in Q2 2025, an estimated $328K.
  • GSK made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #713 holding.
  • Congress Wealth Management first reported a position in GSK in Q1 2025 and has held it in 2 quarters since.
  • 892 funds tracked by Wall St. Rank held GSK as of Q2 2025.

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