Values Added Financial
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Values Added Financial’s Gilead Sciences GILD Stock Holding History

Values Added Financial’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
Q3 		$241K Sell
1,618
-6
-0.4% -$842 0.09% 122
2026
Q2 		$205K Buy
1,624
+100
+7% +$13.2K 0.07% 145
2026
Q1 		$212K Buy
+1,524
New +$213K 0.09% 127

Other funds holding GILD

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Values Added Financial's GILD Position: Q3 2026 in Review

Values Added Financial reduced its Gilead Sciences (GILD) stake by 0.37% in Q3 2026, selling an estimated $842 and leaving 1,618 shares worth $241K. The position accounts for 0.09% of the portfolio, ranked #122.

Values Added Financial first reported a position in GILD in Q1 2026 and has held it in 3 quarters since. 1,288 funds tracked by Wall St. Rank hold GILD as of Q3 2026.

  • Values Added Financial held 1,618 shares of Gilead Sciences worth $241K as of Q3 2026.
  • Values Added Financial sold 6 Gilead Sciences shares in Q3 2026, an estimated $842.
  • Gilead Sciences made up 0.09% of Values Added Financial's portfolio in Q3 2026, its #122 holding.
  • Values Added Financial first reported a position in Gilead Sciences in Q1 2026 and has held it in 3 quarters since.
  • 1,288 funds tracked by Wall St. Rank held Gilead Sciences as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.