Rise Advisors’s GSK GSK Stock Holding History

Rise 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 Q4	–	Sell	-9	Closed	-$405	–	660
2025 Q3	$405	Hold	9	–	–	﹤0.01%	1446
2025 Q2	$357	Buy	9 +7	+350%	+$267	﹤0.01%	1461
2025 Q1	$92	Sell	2 -585	-100%	-$21.4K	﹤0.01%	1459
2024 Q4	$19.8K	Buy	587 +6	+1%	+$216	0.01%	666
2024 Q3	$23.8K	Buy	581 +5	+0.9%	+$205	0.01%	567
2024 Q2	$22.2K	Buy	576 +6	+1%	+$252	0.01%	567
2024 Q1	$24.4K	Buy	+570	New	+$23.5K	0.01%	508
2023 Q2	–	Sell	-41	Closed	-$1.45K	–	725
2023 Q1	$1.45K	Buy	41 +1	+3%	+$35	﹤0.01%	609
2022 Q4	$1.42K	Hold	40	–	–	﹤0.01%	612
2022 Q3	$1K	Sell	40 -1	-2%	-$38	﹤0.01%	629
2022 Q2	$2K	Buy	41 +1	+3%	+$55	﹤0.01%	553
2022 Q1	$2K	Buy	+40	New	+$2.17K	﹤0.01%	532

Other funds holding GSK

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

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Holocene Advisors

Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return