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Concentrum Wealth Management’s Gilead Sciences GILD Stock Holding History

Concentrum 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
2026
Q2 		$674K Sell
5,333
-751
-12% -$99K 0.16% 59
2026
Q1 		$848K Sell
6,084
-2,442
-29% -$342K 0.25% 46
2025
Q4 		$1.05M Sell
8,526
-413
-5% -$50.2K 0.29% 39
2025
Q3 		$992K Buy
8,939
+2,334
+35% +$265K 0.29% 37
2025
Q2 		$732K Sell
6,605
-762
-10% -$81.1K 0.23% 40
2025
Q1 		$825K Sell
7,367
-4,729
-39% -$488K 0.31% 39
2024
Q4 		$1.12M Sell
12,096
-3,585
-23% -$323K 0.39% 33
2024
Q3 		$1.31M Buy
15,681
+10,298
+191% +$786K 0.51% 26
2024
Q2 		$369K Sell
5,383
-3,001
-36% -$200K 0.16% 50
2024
Q1 		$614K Buy
8,384
+1,618
+24% +$124K 0.28% 37
2023
Q4 		$548K Buy
6,766
+413
+7% +$32.1K 0.29% 37
2023
Q3 		$476K Buy
+6,353
New +$489K 0.29% 39

Other funds holding GILD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Concentrum Wealth Management's GILD Position: Q2 2026 in Review

Concentrum Wealth Management reduced its Gilead Sciences (GILD) stake by 12% in Q2 2026, selling an estimated $99K and leaving 5,333 shares worth $674K. The position accounts for 0.16% of the portfolio, ranked #59.

Concentrum Wealth Management first reported a position in GILD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.31M in Q3 2024. 2,283 funds tracked by Wall St. Rank hold GILD as of Q2 2026.

  • Concentrum Wealth Management held 5,333 shares of Gilead Sciences worth $674K as of Q2 2026.
  • Concentrum Wealth Management sold 751 Gilead Sciences shares in Q2 2026, an estimated $99K.
  • Gilead Sciences made up 0.16% of Concentrum Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Concentrum Wealth Management first reported a position in Gilead Sciences in Q3 2023 and has held it in 12 quarters since.
  • Concentrum Wealth Management's Gilead Sciences position peaked at $1.31M in Q3 2024.
  • 2,283 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.