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Cassady Schiller Wealth Management’s Gilead Sciences GILD Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$16.4K Buy
178
+169
+1,878% +$15.2K 0.01% 299
2024
Q3 		$755 Sell
9
-246
-96% -$18.8K ﹤0.01% 431
2024
Q2 		$17.5K Hold
255
– – 0.01% 283
2024
Q1 		$18.7K Sell
255
-76
-23% -$5.84K 0.01% 295
2023
Q4 		$26.8K Hold
331
– – 0.01% 255
2023
Q3 		$24.8K Buy
331
+246
+289% +$18.9K 0.01% 260
2023
Q2 		$6.55K Hold
85
– – ﹤0.01% 365
2023
Q1 		$7.05K Hold
85
– – ﹤0.01% 341
2022
Q4 		$7.3K Buy
+85
New +$6.73K ﹤0.01% 340
2022
Q1 		– Sell
-37
Closed -$3K – 296
2021
Q4 		$3K Buy
+37
New +$2.55K ﹤0.01% 376

Other funds holding GILD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's GILD Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Gilead Sciences (GILD) stake by 1,878% in Q4 2024, buying an estimated $15.2K and bringing the position to 178 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #299.

Cassady Schiller Wealth Management first reported a position in GILD in Q4 2021 and has held it in 10 quarters since. The position peaked at $26.8K in Q4 2023. 1,887 funds tracked by Wall St. Rank hold GILD as of Q4 2024.

  • Cassady Schiller Wealth Management held 178 shares of Gilead Sciences worth $16.4K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 169 Gilead Sciences shares in Q4 2024, an estimated $15.2K.
  • Gilead Sciences made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #299 holding.
  • Cassady Schiller Wealth Management first reported a position in Gilead Sciences in Q4 2021 and has held it in 10 quarters since.
  • Cassady Schiller Wealth Management's Gilead Sciences position peaked at $26.8K in Q4 2023.
  • 1,887 funds tracked by Wall St. Rank held Gilead Sciences as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.