MWM
GSK icon

MinichMacGregor Wealth Management’s GSK GSK Stock Holding History

MinichMacGregor 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
2024
Q2 		– Sell
-7,415
Closed -$315K – 109
2024
Q1 		$315K Buy
7,415
+50
+0.7% +$2.06K 0.08% 83
2023
Q4 		$273K Hold
7,365
– – 0.08% 85
2023
Q3 		$267K Hold
7,365
– – 0.09% 78
2023
Q2 		$262K Hold
7,365
– – 0.08% 79
2023
Q1 		$262K Buy
7,365
+7,300
+11,231% +$255K 0.09% 79
2022
Q4 		$2.28K Buy
+65
New +$2.17K ﹤0.01% 557
2018
Q4 		– Sell
-285
Closed -$14K – 251
2018
Q3 		$14K Sell
285
-108
-27% -$5.49K 0.01% 270
2018
Q2 		$19K Buy
393
+113
+40% +$5.69K 0.01% 219
2018
Q1 		$13K Buy
280
+2
+0.7% +$93 0.01% 266
2017
Q4 		$12K Buy
278
+3
+1% +$139 0.01% 276
2017
Q3 		$13K Buy
275
+1
+0.4% +$51 0.01% 243
2017
Q2 		$14K Buy
274
+3
+1% +$160 0.01% 231
2017
Q1 		$14K Sell
271
-94
-26% -$4.77K 0.01% 227
2016
Q4 		$17K Buy
365
+2
+0.6% +$99 0.02% 192
2016
Q3 		$19K Hold
363
– – 0.02% 187
2016
Q2 		$19K Buy
363
+2
+0.6% +$105 0.02% 180
2016
Q1 		$18K Buy
361
+7
+2% +$349 0.02% 185
2015
Q4 		$19K Buy
+354
New +$18K 0.02% 167

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
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

MinichMacGregor Wealth Management's GSK Position: Q2 2024 in Review

MinichMacGregor Wealth Management sold out of GSK (GSK) in Q2 2024, closing a stake of 7,415 shares — an estimated $315K sold.

MinichMacGregor Wealth Management first reported a position in GSK in Q4 2015 and held it in 18 quarters. The position peaked at $315K in Q1 2024. 884 funds tracked by Wall St. Rank hold GSK as of Q2 2024.

  • MinichMacGregor Wealth Management reported no remaining GSK position as of Q2 2024 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 7,415 GSK shares in Q2 2024, an estimated $315K.
  • MinichMacGregor Wealth Management first reported a position in GSK in Q4 2015 and held it in 18 quarters.
  • MinichMacGregor Wealth Management's GSK position peaked at $315K in Q1 2024.
  • 884 funds tracked by Wall St. Rank held GSK as of Q2 2024.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.