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EnRich Financial Partners’s GSK GSK Stock Holding History

EnRich Financial Partners’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
Q1 		– Sell
-414
Closed -$14K – 125
2024
Q4 		$14K Hold
414
– – ﹤0.01% 155
2024
Q3 		$16.9K Hold
414
– – 0.01% 150
2024
Q2 		$15.9K Hold
414
– – 0.01% 153
2024
Q1 		$17.7K Buy
+414
New +$17.1K 0.01% 138

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EnRich Financial Partners's GSK Position: Q1 2025 in Review

EnRich Financial Partners sold out of GSK (GSK) in Q1 2025, closing a stake of 414 shares — an estimated $14K sold.

EnRich Financial Partners first reported a position in GSK in Q1 2024 and held it in 4 quarters. The position peaked at $17.7K in Q1 2024. 857 funds tracked by Wall St. Rank hold GSK as of Q1 2025.

  • EnRich Financial Partners reported no remaining GSK position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 414 GSK shares in Q1 2025, an estimated $14K.
  • EnRich Financial Partners first reported a position in GSK in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's GSK position peaked at $17.7K in Q1 2024.
  • 857 funds tracked by Wall St. Rank held GSK as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.