Charter Oak Capital Management’s Gilead Sciences GILD Stock Holding History

Charter Oak Capital 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
2025 Q2	–	Sell	-1,931	Closed	-$216K	–	200
2025 Q1	$216K	Buy	+1,931	New	+$199K	0.02%	187
2022 Q3	–	Sell	-1,310	Closed	-$81K	–	430
2022 Q2	$81K	Hold	1,310	–	–	0.01%	269
2022 Q1	$78K	Buy	1,310 +666	+103%	+$42.6K	0.01%	294
2021 Q4	$47K	Sell	644 -59	-8%	-$4.06K	0.01%	361
2021 Q3	$49K	Hold	703	–	–	0.01%	331
2021 Q2	$48K	Hold	703	–	–	0.01%	321
2021 Q1	$45K	Sell	703 -17	-2%	-$1.1K	0.01%	325
2020 Q4	$42K	Buy	+720	New	+$43.4K	0.01%	309

Other funds holding GILD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charter Oak Capital Management's GILD Position: Q2 2025 in Review

Charter Oak Capital Management sold out of Gilead Sciences (GILD) in Q2 2025, closing a stake of 1,931 shares — an estimated $216K sold.

Charter Oak Capital Management first reported a position in GILD in Q4 2020 and held it in 8 quarters. The position peaked at $216K in Q1 2025. 2,023 funds tracked by Wall St. Rank hold GILD as of Q2 2025.

Charter Oak Capital Management reported no remaining Gilead Sciences position as of Q2 2025 after selling out during the quarter.
Charter Oak Capital Management sold 1,931 Gilead Sciences shares in Q2 2025, an estimated $216K.
Charter Oak Capital Management first reported a position in Gilead Sciences in Q4 2020 and held it in 8 quarters.
Charter Oak Capital Management's Gilead Sciences position peaked at $216K in Q1 2025.
2,023 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2025.

Based on Charter Oak Capital Management's 13F filing for Q2 2025, filed 10 Jul 2025.