WWM
GILD icon

Whalen Wealth Management’s Gilead Sciences GILD Stock Holding History

Whalen Wealth 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
2024
Q4 		– Sell
-4,173
Closed -$350K – 156
2024
Q3 		$350K Sell
4,173
-288
-6% -$22K 0.25% 81
2024
Q2 		$306K Buy
+4,461
New +$298K 0.24% 75

Other funds holding GILD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whalen Wealth Management's GILD Position: Q4 2024 in Review

Whalen Wealth Management sold out of Gilead Sciences (GILD) in Q4 2024, closing a stake of 4,173 shares — an estimated $350K sold.

Whalen Wealth Management first reported a position in GILD in Q2 2024 and held it in 2 quarters. The position peaked at $350K in Q3 2024. 1,887 funds tracked by Wall St. Rank hold GILD as of Q4 2024.

  • Whalen Wealth Management reported no remaining Gilead Sciences position as of Q4 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 4,173 Gilead Sciences shares in Q4 2024, an estimated $350K.
  • Whalen Wealth Management first reported a position in Gilead Sciences in Q2 2024 and held it in 2 quarters.
  • Whalen Wealth Management's Gilead Sciences position peaked at $350K in Q3 2024.
  • 1,887 funds tracked by Wall St. Rank held Gilead Sciences as of Q4 2024.

Based on Whalen Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.