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Pacific Capital Wealth Advisors’s GSK GSK Stock Holding History

Pacific Capital 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
Q1 		– Sell
-80
Closed -$2.71K – 204
2024
Q4 		$2.71K Hold
80
– – ﹤0.01% 336
2024
Q3 		$3.27K Hold
80
– – ﹤0.01% 368
2024
Q2 		$3.08K Hold
80
– – ﹤0.01% 419
2024
Q1 		$3.43K Hold
80
– – ﹤0.01% 370
2023
Q4 		$2.96K Buy
+80
New +$2.87K ﹤0.01% 273

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

Pacific Capital Wealth Advisors's GSK Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of GSK (GSK) in Q1 2025, closing a stake of 80 shares — an estimated $2.71K sold.

Pacific Capital Wealth Advisors first reported a position in GSK in Q4 2023 and held it in 5 quarters. The position peaked at $3.43K in Q1 2024. 857 funds tracked by Wall St. Rank hold GSK as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining GSK position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 80 GSK shares in Q1 2025, an estimated $2.71K.
  • Pacific Capital Wealth Advisors first reported a position in GSK in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's GSK position peaked at $3.43K in Q1 2024.
  • 857 funds tracked by Wall St. Rank held GSK as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.