Transform Wealth’s Gilead Sciences GILD Stock Holding History

Transform Wealth’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
2025 Q1	$2.48M	Buy	+22,137	New	+$2.28M	0.15%	105
2022 Q1	–	Sell	-7,997	Closed	-$581K	–	223
2021 Q4	$581K	Sell	7,997 -887	-10%	-$61.1K	0.06%	150
2021 Q3	$621K	Sell	8,884 -870	-9%	-$61.1K	0.07%	150
2021 Q2	$672K	Sell	9,754 -980	-9%	-$65.4K	0.08%	153
2021 Q1	$694K	Sell	10,734 -247	-2%	-$15.9K	0.14%	123
2020 Q4	$640K	Sell	10,981 -4,495	-29%	-$271K	0.13%	131
2020 Q3	$978K	Sell	15,476 -59,505	-79%	-$4.13M	0.16%	101
2020 Q2	$5.77M	Buy	74,981 +2,847	+4%	+$218K	0.99%	34
2020 Q1	$5.39M	Buy	72,134 +61,017	+549%	+$4.22M	1.15%	22
2019 Q4	$722K	Buy	11,117 +1,542	+16%	+$100K	0.11%	134
2019 Q3	$607K	Sell	9,575 -8,297	-46%	-$542K	0.11%	138
2019 Q2	$1.21M	Buy	+17,872	New	+$1.18M	0.18%	123
2017 Q1	–	Sell	-14,606	Closed	-$1.05M	–	218
2016 Q4	$1.05M	Buy	14,606 +1,188	+9%	+$88.3K	0.41%	79
2016 Q3	$1.06M	Buy	13,418 +708	+6%	+$57.5K	0.46%	76
2016 Q2	$1.06M	Buy	+12,710	New	+$1.13M	0.45%	75

Other funds holding GILD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Transform Wealth's GILD Position: Q1 2025 in Review

Transform Wealth opened a new position in Gilead Sciences (GILD) in Q1 2025: 22,137 shares worth $2.48M. The stake represents 0.15% of the portfolio and ranks #105 among its holdings. This is a return to the name: Transform Wealth previously reported a position in GILD as recently as Q4 2021.

Transform Wealth first reported a position in GILD in Q2 2016 and has held it in 15 quarters since. The position peaked at $5.77M in Q2 2020. 2,013 funds tracked by Wall St. Rank hold GILD as of Q1 2025.

Transform Wealth held 22,137 shares of Gilead Sciences worth $2.48M as of Q1 2025.
Gilead Sciences was a new Transform Wealth position in Q1 2025.
Gilead Sciences made up 0.15% of Transform Wealth's portfolio in Q1 2025, its #105 holding.
Transform Wealth first reported a position in Gilead Sciences in Q2 2016 and has held it in 15 quarters since.
Transform Wealth's Gilead Sciences position peaked at $5.77M in Q2 2020.
2,013 funds tracked by Wall St. Rank held Gilead Sciences as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.