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Holistic Financial Partners’s Gilead Sciences GILD Stock Holding History

Holistic 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
-1,896
Closed -$264K – 132
2026
Q1 		$264K Sell
1,896
-24
-1% -$3.36K 0.1% 114
2025
Q4 		$236K Buy
+1,920
New +$233K 0.09% 117
2018
Q2 		– Sell
-712
Closed -$54K – 163
2018
Q1 		$54K Buy
712
+19
+3% +$1.51K 0.05% 184
2017
Q4 		$50K Buy
+693
New +$52.6K 0.04% 204

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

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

Holistic Financial Partners sold out of Gilead Sciences (GILD) in Q2 2026, closing a stake of 1,896 shares — an estimated $264K sold.

Holistic Financial Partners first reported a position in GILD in Q4 2017 and held it in 4 quarters. The position peaked at $264K in Q1 2026. 2,268 funds tracked by Wall St. Rank hold GILD as of Q2 2026.

  • Holistic Financial Partners reported no remaining Gilead Sciences position as of Q2 2026 after selling out during the quarter.
  • Holistic Financial Partners sold 1,896 Gilead Sciences shares in Q2 2026, an estimated $264K.
  • Holistic Financial Partners first reported a position in Gilead Sciences in Q4 2017 and held it in 4 quarters.
  • Holistic Financial Partners's Gilead Sciences position peaked at $264K in Q1 2026.
  • 2,268 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.