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Morton Brown Family Wealth’s GSK GSK Stock Holding History

Morton Brown Family Wealth’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
Q3 		– Sell
-60
Closed -$2.3K – 292
2025
Q2 		$2.3K Hold
60
– – ﹤0.01% 272
2025
Q1 		$2.32K Buy
+60
New +$2.2K ﹤0.01% 274

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morton Brown Family Wealth's GSK Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of GSK (GSK) in Q3 2025, closing a stake of 60 shares — an estimated $2.3K sold.

Morton Brown Family Wealth first reported a position in GSK in Q1 2025 and held it in 2 quarters. The position peaked at $2.32K in Q1 2025. 895 funds tracked by Wall St. Rank hold GSK as of Q3 2025.

  • Morton Brown Family Wealth reported no remaining GSK position as of Q3 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 60 GSK shares in Q3 2025, an estimated $2.3K.
  • Morton Brown Family Wealth first reported a position in GSK in Q1 2025 and held it in 2 quarters.
  • Morton Brown Family Wealth's GSK position peaked at $2.32K in Q1 2025.
  • 895 funds tracked by Wall St. Rank held GSK as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.