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Beacon Harbor Wealth Advisors’s Gilead Sciences GILD Stock Holding History

Beacon Harbor Wealth 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
2025
Q1 		– Sell
-37,292
Closed -$3.44M – 83
2024
Q4 		$3.44M Buy
+37,292
New +$3.36M 0.8% 46
2024
Q1 		– Sell
-71,133
Closed -$5.76M – 77
2023
Q4 		$5.76M Buy
71,133
+1,586
+2% +$123K 1.68% 23
2023
Q3 		$5.21M Buy
69,547
+1,212
+2% +$93.2K 1.74% 20
2023
Q2 		$5.27M Buy
+68,335
New +$5.45M 1.72% 24
2022
Q1 		– Sell
-64,728
Closed -$4.7M – 74
2021
Q4 		$4.7M Sell
64,728
-165
-0.3% -$11.4K 1.56% 30
2021
Q3 		$4.53M Buy
64,893
+1,343
+2% +$94.4K 1.61% 21
2021
Q2 		$4.38M Buy
63,550
+5,200
+9% +$347K 1.57% 25
2021
Q1 		$3.77M Buy
58,350
+6,357
+12% +$410K 1.5% 35
2020
Q4 		$3.03M Buy
51,993
+3,906
+8% +$236K 1.24% 40
2020
Q3 		$3.04M Sell
48,087
-4,673
-9% -$324K 1.48% 28
2020
Q2 		$4.06M Buy
52,760
+3,210
+6% +$246K 2.33% 9
2020
Q1 		$3.7M Buy
49,550
+17,579
+55% +$1.21M 2.8% 7
2019
Q4 		$2.08M Buy
31,971
+519
+2% +$33.8K 1.23% 42
2019
Q3 		$2.05M Buy
31,452
+1,646
+6% +$108K 1.31% 35
2019
Q2 		$2.01M Buy
+29,806
New +$1.96M 1.85% 23

Other funds holding GILD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Beacon Harbor Wealth Advisors's GILD Position: Q1 2025 in Review

Beacon Harbor Wealth Advisors sold out of Gilead Sciences (GILD) in Q1 2025, closing a stake of 37,292 shares — an estimated $3.44M sold.

Beacon Harbor Wealth Advisors first reported a position in GILD in Q2 2019 and held it in 15 quarters. The position peaked at $5.76M in Q4 2023. 2,013 funds tracked by Wall St. Rank hold GILD as of Q1 2025.

  • Beacon Harbor Wealth Advisors reported no remaining Gilead Sciences position as of Q1 2025 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 37,292 Gilead Sciences shares in Q1 2025, an estimated $3.44M.
  • Beacon Harbor Wealth Advisors first reported a position in Gilead Sciences in Q2 2019 and held it in 15 quarters.
  • Beacon Harbor Wealth Advisors's Gilead Sciences position peaked at $5.76M in Q4 2023.
  • 2,013 funds tracked by Wall St. Rank held Gilead Sciences as of Q1 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2025, filed 12 May 2025.