Invera Wealth Advisors’s Gilead Sciences GILD Stock Holding History

Invera Wealth Advisors’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	$226K	Sell	1,786 -1,184	-40%	-$156K	0.12%	124
2026 Q1	$414K	Sell	2,970 -156	-5%	-$21.8K	0.27%	77
2025 Q4	$384K	Sell	3,126 -96	-3%	-$11.7K	0.24%	76
2025 Q3	$358K	Hold	3,222	–	–	0.22%	75
2025 Q2	$357K	Hold	3,222	–	–	0.23%	73
2025 Q1	$361K	Buy	+3,222	New	+$332K	0.23%	79
2024 Q1	–	Sell	-4,414	Closed	-$358K	–	73
2023 Q4	$358K	Buy	+4,414	New	+$343K	0.22%	83

Other funds holding GILD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invera Wealth Advisors's GILD Position: Q2 2026 in Review

Invera Wealth Advisors reduced its Gilead Sciences (GILD) stake by 40% in Q2 2026, selling an estimated $156K and leaving 1,786 shares worth $226K. The position accounts for 0.12% of the portfolio, ranked #124.

Invera Wealth Advisors first reported a position in GILD in Q4 2023 and has held it in 7 quarters since. The position peaked at $414K in Q1 2026. 2,278 funds tracked by Wall St. Rank hold GILD as of Q2 2026.

Invera Wealth Advisors held 1,786 shares of Gilead Sciences worth $226K as of Q2 2026.
Invera Wealth Advisors sold 1,184 Gilead Sciences shares in Q2 2026, an estimated $156K.
Gilead Sciences made up 0.12% of Invera Wealth Advisors's portfolio in Q2 2026, its #124 holding.
Invera Wealth Advisors first reported a position in Gilead Sciences in Q4 2023 and has held it in 7 quarters since.
Invera Wealth Advisors's Gilead Sciences position peaked at $414K in Q1 2026.
2,278 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.