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Root Financial Partners’s Gilead Sciences GILD Stock Holding History

Root 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
Q1 		$269K Buy
1,931
+40
+2% +$5.6K 0.01% 274
2025
Q4 		$232K Sell
1,891
-188
-9% -$22.8K 0.01% 270
2025
Q3 		$231K Buy
2,079
+208
+11% +$23.6K 0.01% 257
2025
Q2 		$207K Buy
+1,871
New +$199K 0.02% 240

Other funds holding GILD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Root Financial Partners's GILD Position: Q1 2026 in Review

Root Financial Partners increased its Gilead Sciences (GILD) stake by 2.1% in Q1 2026, buying an estimated $5.6K and bringing the position to 1,931 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #274.

Root Financial Partners first reported a position in GILD in Q2 2025 and has held it in 4 quarters since. 2,309 funds tracked by Wall St. Rank hold GILD as of Q1 2026.

  • Root Financial Partners held 1,931 shares of Gilead Sciences worth $269K as of Q1 2026.
  • Root Financial Partners bought 40 Gilead Sciences shares in Q1 2026, an estimated $5.6K.
  • Gilead Sciences made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #274 holding.
  • Root Financial Partners first reported a position in Gilead Sciences in Q2 2025 and has held it in 4 quarters since.
  • 2,309 funds tracked by Wall St. Rank held Gilead Sciences as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.