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Cascade Financial Partners’s Gilead Sciences GILD Stock Holding History

Cascade Financial Partners’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
Q2 		– Sell
-1,715
Closed -$239K – 284
2026
Q1 		$239K Hold
1,715
– – 0.02% 237
2025
Q4 		$211K Buy
+1,715
New +$208K 0.02% 254

Other funds holding GILD

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cascade Financial Partners's GILD Position: Q2 2026 in Review

Cascade Financial Partners sold out of Gilead Sciences (GILD) in Q2 2026, closing a stake of 1,715 shares — an estimated $239K sold.

Cascade Financial Partners first reported a position in GILD in Q4 2025 and held it in 2 quarters. The position peaked at $239K in Q1 2026. 2,291 funds tracked by Wall St. Rank hold GILD as of Q2 2026.

  • Cascade Financial Partners reported no remaining Gilead Sciences position as of Q2 2026 after selling out during the quarter.
  • Cascade Financial Partners sold 1,715 Gilead Sciences shares in Q2 2026, an estimated $239K.
  • Cascade Financial Partners first reported a position in Gilead Sciences in Q4 2025 and held it in 2 quarters.
  • Cascade Financial Partners's Gilead Sciences position peaked at $239K in Q1 2026.
  • 2,291 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.