Beta Wealth Group
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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
Q3 		$972K Buy
6,523
+599
+10% +$84K 0.36% 52
2026
Q2 		$748K Buy
5,924
+302
+5% +$39.8K 0.28% 61
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Beta Wealth Group's GILD Position: Q3 2026 in Review

Beta Wealth Group increased its Gilead Sciences (GILD) stake by 10% in Q3 2026, buying an estimated $84K and bringing the position to 6,523 shares worth $972K. The position accounts for 0.36% of the portfolio, ranked #52.

Beta Wealth Group first reported a position in GILD in Q1 2022 and has held it in 18 quarters since. 1,582 funds tracked by Wall St. Rank hold GILD as of Q3 2026.

  • Beta Wealth Group held 6,523 shares of Gilead Sciences worth $972K as of Q3 2026.
  • Beta Wealth Group bought 599 Gilead Sciences shares in Q3 2026, an estimated $84K.
  • Gilead Sciences made up 0.36% of Beta Wealth Group's portfolio in Q3 2026, its #52 holding.
  • Beta Wealth Group first reported a position in Gilead Sciences in Q1 2022 and has held it in 18 quarters since.
  • 1,582 funds tracked by Wall St. Rank held Gilead Sciences as of Q3 2026.

Based on Beta Wealth Group's 13F filing for Q3 2026, filed 10 Nov 2026.