Summit Financial Wealth Advisors »

GSK shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of GSK (GSK) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in GSK

Tip: Access up to 7 years of quarterly data

All positions including GSK held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in GSK by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $298k 6.5k 45.51
2025-03-31 $240k 6.2k 38.74

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr Series Trust Portfolio Crport (SPBO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Pimco Etf Tr Ultra Short Govt (BILZ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p Scp Etf (IJR)
Raytheon Technologies Corp (RTX)
Vanguard Index Fds Total Stk Mkt (VTI)
Alps Etf Tr Alerian Mlp (AMLP)
3M Company (MMM)
Valero Energy Corporation (VLO)
Cummins (CMI)

View all positions for Summit Financial Wealth Advisors

Top funds holding GSK

Dodge & Cox
FMR
Fisher Investments
PRIMECAP Management Company
JTC Employer Solutions Trustee
Royal Bank of Canada
Goldman Sachs Group
Holocene Advisors
State Street Corporation
Mondrian Investment Partners
Morgan Stanley
UBS Group
Hotchkis and Wiley Capital Management
Equity Investment Corp Acquisition
Manufacturers Life Insurance Company

View all funds holding GSK