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Summit Wealth Partners’s Gilead Sciences GILD Stock Holding History

Summit Wealth 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 		$364K Hold
2,885
– – 0.05% 205
2026
Q1 		$402K Buy
+2,885
New +$404K 0.06% 186

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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

Summit Wealth Partners's GILD Position: Q2 2026 in Review

Summit Wealth Partners held its Gilead Sciences (GILD) position steady in Q2 2026 at 2,885 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #205.

Summit Wealth Partners first reported a position in GILD in Q1 2026 and has held it in 2 quarters since. The position peaked at $402K in Q1 2026. 2,273 funds tracked by Wall St. Rank hold GILD as of Q2 2026.

  • Summit Wealth Partners held 2,885 shares of Gilead Sciences worth $364K as of Q2 2026.
  • Summit Wealth Partners left its Gilead Sciences share count unchanged in Q2 2026.
  • Gilead Sciences made up 0.05% of Summit Wealth Partners's portfolio in Q2 2026, its #205 holding.
  • Summit Wealth Partners first reported a position in Gilead Sciences in Q1 2026 and has held it in 2 quarters since.
  • Summit Wealth Partners's Gilead Sciences position peaked at $402K in Q1 2026.
  • 2,273 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.