UP Strategic Wealth Investment Advisors’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
Q1
$630K Buy
4,700
+243
+5% +$34K 0.4% 41
2025
Q4
$680K Hold
4,457
0.49% 30
2025
Q3
$527K Sell
4,457
-8
-0.2% -$909 0.4% 41
2025
Q2
$495K Sell
4,465
-559
-11% -$59.5K 0.39% 43
2025
Q1
$563K Buy
5,024
+180
+4% +$18.6K 0.5% 38
2024
Q4
$447K Buy
4,844
+241
+5% +$21.7K 0.45% 40
2024
Q3
$386K Buy
+4,603
New +$351K 0.43% 43

Other funds holding GILD

UP Strategic Wealth Investment Advisors's GILD Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Gilead Sciences (GILD) stake by 5.5% in Q1 2026, buying an estimated $34K and bringing the position to 4,700 shares worth $630K. The position accounts for 0.4% of the portfolio, ranked #41.

UP Strategic Wealth Investment Advisors first reported a position in GILD in Q3 2024 and has held it in 7 quarters since. The position peaked at $680K in Q4 2025. 2,311 funds tracked by Wall St. Rank hold GILD as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 4,700 shares of Gilead Sciences worth $630K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 243 Gilead Sciences shares in Q1 2026, an estimated $34K.
  • Gilead Sciences made up 0.4% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #41 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Gilead Sciences in Q3 2024 and has held it in 7 quarters since.
  • UP Strategic Wealth Investment Advisors's Gilead Sciences position peaked at $680K in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Gilead Sciences as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.