IWA
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Icon Wealth Advisors’s GSK GSK Stock Holding History

Icon 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
Q4 		– Sell
-2,828
Closed -$122K – 454
2025
Q3 		$122K Buy
+2,828
New +$110K 0.01% 468
2024
Q2 		– Sell
-3,312
Closed -$142K – 464
2024
Q1 		$142K Sell
3,312
-217
-6% -$8.95K 0.01% 399
2023
Q4 		$131K Buy
+3,529
New +$127K 0.01% 385

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
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

Icon Wealth Advisors's GSK Position: Q4 2025 in Review

Icon Wealth Advisors sold out of GSK (GSK) in Q4 2025, closing a stake of 2,828 shares — an estimated $122K sold.

Icon Wealth Advisors first reported a position in GSK in Q4 2023 and held it in 3 quarters. The position peaked at $142K in Q1 2024. 995 funds tracked by Wall St. Rank hold GSK as of Q4 2025.

  • Icon Wealth Advisors reported no remaining GSK position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,828 GSK shares in Q4 2025, an estimated $122K.
  • Icon Wealth Advisors first reported a position in GSK in Q4 2023 and held it in 3 quarters.
  • Icon Wealth Advisors's GSK position peaked at $142K in Q1 2024.
  • 995 funds tracked by Wall St. Rank held GSK as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.