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Jamison Private Wealth Management’s GSK GSK Stock Holding History

Jamison Private 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
2026
Q1 		$1.02M Buy
18,531
+919
+5% +$49.8K 0.13% 117
2025
Q4 		$864K Sell
17,612
-293
-2% -$13.7K 0.11% 123
2025
Q3 		$773K Buy
17,905
+645
+4% +$25.2K 0.1% 128
2025
Q2 		$663K Sell
17,260
-227
-1% -$8.67K 0.1% 129
2025
Q1 		$677K Buy
17,487
+449
+3% +$16.4K 0.1% 120
2024
Q4 		$576K Sell
17,038
-811
-5% -$29.2K 0.09% 136
2024
Q3 		$730K Buy
17,849
+784
+5% +$32.1K 0.11% 116
2024
Q2 		$657K Buy
17,065
+1,292
+8% +$54.3K 0.11% 113
2024
Q1 		$676K Buy
15,773
+142
+0.9% +$5.86K 0.11% 119
2023
Q4 		$579K Sell
15,631
-408
-3% -$14.6K 0.11% 125
2023
Q3 		$581K Buy
+16,039
New +$569K 0.12% 113

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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