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Morningstar Investment Services’s GSK GSK Stock Holding History

Morningstar Investment Services’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 		$2.15M Sell
55,546
-65,979
-54% -$2.42M 0.39% 66
2024
Q4 		$4.11M Sell
121,525
-803,479
-87% -$28.9M 0.37% 67
2024
Q3 		$37.7M Sell
925,004
-1,202
-0.1% -$49.2K 0.38% 72
2024
Q2 		$35.8M Sell
926,206
-15,870
-2% -$668K 0.39% 74
2024
Q1 		$40.5M Sell
942,076
-1,274,311
-57% -$52.6M 0.45% 63
2023
Q4 		$82.2M Buy
2,216,387
+1,079,892
+95% +$38.8M 0.46% 56
2023
Q3 		$41.3M Buy
1,136,495
+1,072,792
+1,684% +$38.1M 0.53% 47
2023
Q2 		$2.26M Buy
63,703
+12,503
+24% +$448K 0.03% 149
2023
Q1 		$1.8M Buy
51,200
+43,926
+604% +$1.54M 0.02% 154
2022
Q4 		$256K Sell
7,274
-316
-4% -$10.5K ﹤0.01% 201
2022
Q3 		$248K Buy
7,590
+380
+5% +$14.4K ﹤0.01% 205
2022
Q2 		$394K Buy
7,210
+1,522
+27% +$84K 0.01% 185
2022
Q1 		$310K Buy
5,688
+337
+6% +$18.3K ﹤0.01% 210
2021
Q4 		$295K Sell
5,351
-63,395
-92% -$3.3M ﹤0.01% 212
2021
Q3 		$3.29M Hold
68,746
– – 0.04% 144
2021
Q2 		$3.43M Sell
68,746
-63,982
-48% -$3.07M 0.04% 145
2021
Q1 		$6.03M Buy
132,728
+26,574
+25% +$1.21M 0.08% 140
2020
Q4 		$4.88M Buy
+106,154
New +$4.88M 0.07% 149
2016
Q1 		– Sell
-20,655
Closed -$1.04M – 221
2015
Q4 		$1.04M Sell
20,655
-2,422
-10% -$123K 0.04% 154
2015
Q3 		$1.11M Sell
23,077
-211,011
-90% -$11M 0.05% 161
2015
Q2 		$12.2M Buy
234,088
+8,909
+4% +$502K 0.52% 62
2015
Q1 		$13M Buy
225,179
+17,094
+8% +$980K 0.57% 60
2014
Q4 		$11.1M Buy
208,085
+13,369
+7% +$748K 0.52% 60
2014
Q3 		$11.2M Buy
194,716
+6,754
+4% +$414K 0.58% 54
2014
Q2 		$12.6M Buy
187,962
+9,488
+5% +$642K 0.73% 43
2014
Q1 		$11.9M Buy
178,474
+17,811
+11% +$1.2M 0.81% 33
2013
Q4 		$10.7M Buy
160,663
+17,141
+12% +$1.11M 0.81% 35
2013
Q3 		$9.01M Buy
143,522
+26,621
+23% +$1.71M 0.79% 37
2013
Q2 		$7.3M Buy
+116,901
New +$7.42M 0.76% 41

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

Morningstar Investment Services's GSK Position: Q1 2025 in Review

Morningstar Investment Services reduced its GSK (GSK) stake by 54% in Q1 2025, selling an estimated $2.42M and leaving 55,546 shares worth $2.15M. The position accounts for 0.39% of the portfolio, ranked #66.

Morningstar Investment Services first reported a position in GSK in Q2 2013 and has held it in 29 quarters since. The position peaked at $82.2M in Q4 2023. 857 funds tracked by Wall St. Rank hold GSK as of Q1 2025.

  • Morningstar Investment Services held 55,546 shares of GSK worth $2.15M as of Q1 2025.
  • Morningstar Investment Services sold 65,979 GSK shares in Q1 2025, an estimated $2.42M.
  • GSK made up 0.39% of Morningstar Investment Services's portfolio in Q1 2025, its #66 holding.
  • Morningstar Investment Services first reported a position in GSK in Q2 2013 and has held it in 29 quarters since.
  • Morningstar Investment Services's GSK position peaked at $82.2M in Q4 2023.
  • 857 funds tracked by Wall St. Rank held GSK as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.