SVB Wealth’s GSK GSK Stock Holding History

SVB 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 Q2	–	Sell	-6,621	Closed	-$256K	–	981
2025 Q1	$256K	Sell	6,621 -1,499	-18%	-$54.9K	0.01%	278
2024 Q4	$275K	Buy	+8,120	New	+$292K	0.01%	590
2024 Q3	–	Sell	-9,805	Closed	-$377K	–	254
2024 Q2	$377K	Sell	9,805 -1,794	-15%	-$75.5K	0.01%	492
2024 Q1	$497K	Sell	11,599 -1,633	-12%	-$67.3K	0.01%	477
2023 Q4	$490K	Sell	13,232 -618	-4%	-$22.2K	0.01%	481
2023 Q3	$502K	Buy	13,850 +806	+6%	+$28.6K	0.01%	459
2023 Q2	$465K	Buy	13,044 +13	+0.1%	+$466	0.01%	514
2023 Q1	$464K	Buy	13,031 +272	+2%	+$9.52K	0.01%	552
2022 Q4	$448K	Buy	12,759 +262	+2%	+$8.73K	0.01%	593
2022 Q3	$368K	Buy	12,497 +13	+0.1%	+$493	0.01%	607
2022 Q2	$680K	Buy	12,484 +1,417	+13%	+$78.2K	0.01%	389
2022 Q1	$603K	Buy	11,067 +689	+7%	+$37.4K	0.01%	414
2021 Q4	$573K	Sell	10,378 -177	-2%	-$9.21K	0.01%	414
2021 Q3	$504K	Sell	10,555 -1,508	-13%	-$75.7K	0.01%	595
2021 Q2	$600K	Sell	12,063 -4,186	-26%	-$201K	0.01%	526
2021 Q1	$724K	Buy	16,249 +1,948	+14%	+$88.4K	0.01%	428
2020 Q4	$658K	Buy	14,301 +1,371	+11%	+$63K	0.01%	405
2020 Q3	$608K	Sell	12,930 -557	-4%	-$27.9K	0.01%	364
2020 Q2	$688K	Buy	13,487 +2,721	+25%	+$140K	0.01%	320
2020 Q1	$510K	Buy	10,766 +373	+4%	+$19.9K	0.01%	315
2019 Q4	$610K	Buy	10,393 +3,050	+42%	+$170K	0.01%	377
2019 Q3	$392K	Sell	7,343 -1,028	-12%	-$52.9K	0.01%	406
2019 Q2	$419K	Buy	8,371 +440	+6%	+$22.1K	0.01%	403
2019 Q1	$414K	Buy	7,931 +184	+2%	+$9.19K	0.02%	315
2018 Q4	$370K	Sell	7,747 -1,283	-14%	-$63.2K	0.02%	324
2018 Q3	$453K	Sell	9,030 -48	-0.5%	-$2.44K	0.02%	344
2018 Q2	$457K	Sell	9,078 -1,234	-12%	-$62.2K	0.02%	345
2018 Q1	$504K	Sell	10,312 -4,960	-32%	-$231K	0.02%	341
2017 Q4	$677K	Sell	15,272 -138	-0.9%	-$6.38K	0.03%	315
2017 Q3	$782K	Buy	15,410 +21	+0.1%	+$1.06K	0.03%	289
2017 Q2	$829K	Sell	15,389 -2,099	-12%	-$112K	0.03%	286
2017 Q1	$922K	Sell	17,488 -1,754	-9%	-$89K	0.04%	255
2016 Q4	$926K	Buy	19,242 +1,440	+8%	+$71.1K	0.04%	255
2016 Q3	$960K	Sell	17,802 -4,831	-21%	-$265K	0.04%	255
2016 Q2	$1.23M	Sell	22,633 -66	-0.3%	-$3.48K	0.05%	230
2016 Q1	$1.15M	Sell	22,699 -711	-3%	-$35.4K	0.05%	242
2015 Q4	$1.18M	Sell	23,410 -2,433	-9%	-$124K	0.05%	251
2015 Q3	$1.24M	Buy	25,843 +1,583	+7%	+$82.4K	0.05%	265
2015 Q2	$1.26M	Sell	24,260 -1,315	-5%	-$74K	0.04%	297
2015 Q1	$1.48M	Buy	25,575 +1,455	+6%	+$83.4K	0.05%	277
2014 Q4	$1.29M	Buy	+24,120	New	+$1.35M	0.04%	284

Other funds holding GSK

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SVB Wealth's GSK Position: Q2 2025 in Review

SVB Wealth sold out of GSK (GSK) in Q2 2025, closing a stake of 6,621 shares — an estimated $256K sold.

SVB Wealth first reported a position in GSK in Q4 2014 and held it in 41 quarters. The position peaked at $1.48M in Q1 2015. 890 funds tracked by Wall St. Rank hold GSK as of Q2 2025.

SVB Wealth reported no remaining GSK position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 6,621 GSK shares in Q2 2025, an estimated $256K.
SVB Wealth first reported a position in GSK in Q4 2014 and held it in 41 quarters.
SVB Wealth's GSK position peaked at $1.48M in Q1 2015.
890 funds tracked by Wall St. Rank held GSK as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.