WealthPlan Investment Management’s Gilead Sciences GILD Stock Holding History

WealthPlan Investment Management’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	$2.37M	Sell	18,742 -950	-5%	-$125K	0.12%	148
2026 Q1	$2.74M	Buy	19,692 +6,198	+46%	+$868K	0.15%	128
2025 Q4	$1.66M	Buy	13,494 +10,256	+317%	+$1.25M	0.11%	153
2025 Q3	$359K	Buy	3,238 +132	+4%	+$15K	0.02%	252
2025 Q2	$344K	Buy	+3,106	New	+$331K	0.03%	275
2023 Q3	–	Sell	-936	Closed	-$72.1K	–	230
2023 Q2	$72.1K	Hold	936	–	–	0.02%	174
2023 Q1	$77.7K	Buy	+936	New	+$77.5K	0.01%	214

Other funds holding GILD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

WealthPlan Investment Management's GILD Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Gilead Sciences (GILD) stake by 4.8% in Q2 2026, selling an estimated $125K and leaving 18,742 shares worth $2.37M. The position accounts for 0.12% of the portfolio, ranked #148.

WealthPlan Investment Management first reported a position in GILD in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.74M in Q1 2026. 793 funds tracked by Wall St. Rank hold GILD as of Q2 2026.

WealthPlan Investment Management held 18,742 shares of Gilead Sciences worth $2.37M as of Q2 2026.
WealthPlan Investment Management sold 950 Gilead Sciences shares in Q2 2026, an estimated $125K.
Gilead Sciences made up 0.12% of WealthPlan Investment Management's portfolio in Q2 2026, its #148 holding.
WealthPlan Investment Management first reported a position in Gilead Sciences in Q1 2023 and has held it in 7 quarters since.
WealthPlan Investment Management's Gilead Sciences position peaked at $2.74M in Q1 2026.
793 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.