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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.31M Sell
10,348
-196
-2% -$25.8K 0.88% 22
2026
Q1
$1.47M Buy
10,544
+5,840
+124% +$818K 1.09% 16
2025
Q4
$577K Buy
+4,704
New +$572K 0.43% 66
2025
Q2
$530K Hold
4,784
0.43% 71
2025
Q1
$536K Sell
4,784
-590
-11% -$60.9K 0.51% 64
2024
Q4
$496K Buy
+5,374
New +$484K 0.45% 63

Other funds holding GILD

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

Total Wealth Planning & Management reduced its Gilead Sciences (GILD) stake by 1.9% in Q2 2026, selling an estimated $25.8K and leaving 10,348 shares worth $1.31M. The position accounts for 0.88% of the portfolio, ranked #22.

Total Wealth Planning & Management first reported a position in GILD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.47M in Q1 2026. 2,278 funds tracked by Wall St. Rank hold GILD as of Q2 2026.

  • Total Wealth Planning & Management held 10,348 shares of Gilead Sciences worth $1.31M as of Q2 2026.
  • Total Wealth Planning & Management sold 196 Gilead Sciences shares in Q2 2026, an estimated $25.8K.
  • Gilead Sciences made up 0.88% of Total Wealth Planning & Management's portfolio in Q2 2026, its #22 holding.
  • Total Wealth Planning & Management first reported a position in Gilead Sciences in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's Gilead Sciences position peaked at $1.47M in Q1 2026.
  • 2,278 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.