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Smallwood Wealth Investment Management’s GSK GSK Stock Holding History

Smallwood Wealth Investment 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
2025
Q2 		– Sell
-178
Closed -$6.89K – 571
2025
Q1 		$6.89K Buy
+178
New +$6.52K ﹤0.01% 333

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
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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Smallwood Wealth Investment Management's GSK Position: Q2 2025 in Review

Smallwood Wealth Investment Management sold out of GSK (GSK) in Q2 2025, closing a stake of 178 shares — an estimated $6.89K sold.

Smallwood Wealth Investment Management first reported a position in GSK in Q1 2025 and held it in 1 quarter. The position peaked at $6.89K in Q1 2025. 891 funds tracked by Wall St. Rank hold GSK as of Q2 2025.

  • Smallwood Wealth Investment Management reported no remaining GSK position as of Q2 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 178 GSK shares in Q2 2025, an estimated $6.89K.
  • Smallwood Wealth Investment Management first reported a position in GSK in Q1 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's GSK position peaked at $6.89K in Q1 2025.
  • 891 funds tracked by Wall St. Rank held GSK as of Q2 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2025, filed 3 Oct 2025.