Spartan Planning & Wealth Management’s Gilead Sciences GILD Stock Holding History

Spartan Planning & 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	–	Sell	-3,131	Closed	-$436K	–	81
2026 Q1	$436K	Buy	3,131 +764	+32%	+$107K	0.32%	45
2025 Q4	$291K	Buy	2,367 +189	+9%	+$23K	0.21%	62
2025 Q3	$242K	Sell	2,178 -37	-2%	-$4.21K	0.19%	72
2025 Q2	$246K	Buy	2,215 +70	+3%	+$7.45K	0.21%	73
2025 Q1	$240K	Sell	2,145 -348	-14%	-$35.9K	0.23%	58
2024 Q4	$230K	Buy	+2,493	New	+$224K	0.21%	63
2023 Q4	$193K	Buy	+2,387	New	+$186K	0.21%	57
2022 Q4	$356K	Buy	4,143 +1,401	+51%	+$111K	0.44%	38
2022 Q3	$169K	Buy	2,742 +897	+49%	+$56.6K	0.22%	29
2022 Q2	$114K	Buy	+1,845	New	+$114K	0.15%	47

Other funds holding GILD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Spartan Planning & Wealth Management's GILD Position: Q2 2026 in Review

Spartan Planning & Wealth Management sold out of Gilead Sciences (GILD) in Q2 2026, closing a stake of 3,131 shares — an estimated $436K sold.

Spartan Planning & Wealth Management first reported a position in GILD in Q2 2022 and held it in 10 quarters. The position peaked at $436K in Q1 2026. 689 funds tracked by Wall St. Rank hold GILD as of Q2 2026.

Spartan Planning & Wealth Management reported no remaining Gilead Sciences position as of Q2 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 3,131 Gilead Sciences shares in Q2 2026, an estimated $436K.
Spartan Planning & Wealth Management first reported a position in Gilead Sciences in Q2 2022 and held it in 10 quarters.
Spartan Planning & Wealth Management's Gilead Sciences position peaked at $436K in Q1 2026.
689 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.