UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC GILD — GILEAD SCIENCES INC

Ownership history in UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC  ·  8 quarters on record

AI Ownership Summary

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC reported GILEAD SCIENCES INC (GILD) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.5% in 2025 Q1. The latest visible filing shows GILD at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GILD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's position in GILEAD SCIENCES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GILD was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GILD stock page UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC fund profile UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC full holdings
How UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC held GILD — position size vs. price
% of Fund (quarterly)    GILD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 4,700 — 0% 0.37% $619K 2026-08-07 $132.46
2026 Q1 ADDED — — — 4,700 +243 +5.5% 0.40% $630K 2026-05-12 $133.31
2025 Q4 UNCHANGED — — — 4,457 — 0% 0.49% $680K 2026-02-10 $144.63
2025 Q3 REDUCED — — — 4,457 -8 -0.2% 0.40% $527K 2025-11-19 $124.98
2025 Q2 REDUCED 11.1% +2.3% ❌ 4,465 -559 -11.1% 0.39% $495K 2025-08-12 $116.32
2025 Q1 ADDED — — — 5,024 +180 +3.7% 0.50% $563K 2025-05-15 $96.56
2024 Q4 ADDED — — — 4,844 +241 +5.2% 0.45% $447K 2025-02-14 $99.46
2024 Q3 INITIATED — — — 4,603 — — 0.43% $386K 2024-11-14 $87.29

🏢 Other funds also holding GILD

As of 2026 Q3 — sorted by position size

ATWOOD & PALMER INC 3Y 7Y 2.69% Parrish Capital LLC 2.68% CapWealth Advisors, LLC 3Y 7Y 2.49% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.98% TILIA FIDUCIARY PARTNERS, INC. 3Y 1.53% Stokes Capital Advisors, LLC 3Y 7Y 1.19% HF Advisory Group, LLC 3Y 1.13% JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 0.95% First Financial Bank - Trust Division 3Y 7Y 0.7% Nautilus Advisors LLC 0.63%

FAQ About UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC and GILD

These are the practical questions this page is built to answer before you even open the full history table.

How long has UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC reported owning GILD?

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC reported GILD across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported GILD position in UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's portfolio?

The largest reported portfolio weight for GILD was 0.50% in 2025 Q1.

What is the latest reported GILD position on this page?

The most recent filing on this page is 2026 Q2, when UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC reported 4,700 shares, equal to 0.37% of portfolio, with an estimated market value of $619K.

What does the chart on this GILD ownership page compare?

The chart compares UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's quarterly GILD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC time their GILD position?

Based on 13F filing dates vs. subsequent GILD price moves, UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on GILD relative to SPY over the holding period was +2761.5%.

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