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Beta Wealth Group’s Gilead Sciences GILD Stock Holding History

Beta Wealth Group’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 		$784K Sell
5,622
-398
-7% -$55.7K 0.32% 52
2025
Q4 		$739K Sell
6,020
-198
-3% -$24.1K 0.3% 53
2025
Q3 		$690K Buy
6,218
+302
+5% +$34.3K 0.27% 57
2025
Q2 		$656K Sell
5,916
-1,612
-21% -$172K 0.24% 51
2025
Q1 		$844K Sell
7,528
-95
-1% -$9.8K 0.3% 43
2024
Q4 		$704K Buy
7,623
+102
+1% +$9.18K 0.31% 50
2024
Q3 		$631K Buy
7,521
+802
+12% +$61.2K 0.28% 60
2024
Q2 		$47K Buy
6,719
+193
+3% +$12.9K 0.02% 102
2024
Q1 		$478K Buy
6,526
+216
+3% +$16.6K 0.23% 68
2023
Q4 		$511K Sell
6,310
-96
-1% -$7.47K 0.27% 60
2023
Q3 		$480K Buy
6,406
+105
+2% +$8.08K 0.28% 64
2023
Q2 		$486K Buy
6,301
+1,501
+31% +$120K 0.28% 63
2023
Q1 		$398K Buy
+4,800
New +$398K 0.23% 66
2022
Q4 		– Sell
-4,100
Closed -$252K – 99
2022
Q3 		$252K Buy
4,100
+200
+5% +$12.6K 0.18% 77
2022
Q2 		$241K Buy
3,900
+300
+8% +$18.6K 0.16% 75
2022
Q1 		$214K Buy
+3,600
New +$230K 0.14% 89

Other funds holding GILD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Beta Wealth Group's GILD Position: Q1 2026 in Review

Beta Wealth Group reduced its Gilead Sciences (GILD) stake by 6.6% in Q1 2026, selling an estimated $55.7K and leaving 5,622 shares worth $784K. The position accounts for 0.32% of the portfolio, ranked #52.

Beta Wealth Group first reported a position in GILD in Q1 2022 and has held it in 16 quarters since. The position peaked at $844K in Q1 2025. 2,309 funds tracked by Wall St. Rank hold GILD as of Q1 2026.

  • Beta Wealth Group held 5,622 shares of Gilead Sciences worth $784K as of Q1 2026.
  • Beta Wealth Group sold 398 Gilead Sciences shares in Q1 2026, an estimated $55.7K.
  • Gilead Sciences made up 0.32% of Beta Wealth Group's portfolio in Q1 2026, its #52 holding.
  • Beta Wealth Group first reported a position in Gilead Sciences in Q1 2022 and has held it in 16 quarters since.
  • Beta Wealth Group's Gilead Sciences position peaked at $844K in Q1 2025.
  • 2,309 funds tracked by Wall St. Rank held Gilead Sciences as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.