Balanced Rock Investment Advisors’s Gilead Sciences GILD Stock Holding History

Balanced Rock Investment Advisors’s Portfolio GILD Stock Details GILD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$691K	Sell	4,959 -60	-1%	-$8.4K	0.48%	45
2025 Q4	$616K	Sell	5,019 -93	-2%	-$11.3K	0.44%	47
2025 Q3	$567K	Buy	5,112 +22	+0.4%	+$2.5K	0.41%	51
2025 Q2	$564K	Sell	5,090 -234	-4%	-$24.9K	0.44%	47
2025 Q1	$597K	Sell	5,324 -194	-4%	-$20K	0.48%	37
2024 Q4	$510K	Sell	5,518 -435	-7%	-$39.2K	0.4%	46
2024 Q3	$499K	Sell	5,953 -40	-0.7%	-$3.05K	0.39%	48
2024 Q2	$411K	Sell	5,993 -29	-0.5%	-$1.94K	0.35%	61
2024 Q1	$441K	Sell	6,022 -464	-7%	-$35.7K	0.38%	59
2023 Q4	$525K	Buy	+6,486	New	+$505K	0.47%	56

Other funds holding GILD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Balanced Rock Investment Advisors's GILD Position: Q1 2026 in Review

Balanced Rock Investment Advisors reduced its Gilead Sciences (GILD) stake by 1.2% in Q1 2026, selling an estimated $8.4K and leaving 4,959 shares worth $691K. The position accounts for 0.48% of the portfolio, ranked #45.

Balanced Rock Investment Advisors first reported a position in GILD in Q4 2023 and has held it in 10 quarters since. 2,309 funds tracked by Wall St. Rank hold GILD as of Q1 2026.

Balanced Rock Investment Advisors held 4,959 shares of Gilead Sciences worth $691K as of Q1 2026.
Balanced Rock Investment Advisors sold 60 Gilead Sciences shares in Q1 2026, an estimated $8.4K.
Gilead Sciences made up 0.48% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #45 holding.
Balanced Rock Investment Advisors first reported a position in Gilead Sciences in Q4 2023 and has held it in 10 quarters since.
2,309 funds tracked by Wall St. Rank held Gilead Sciences as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.