UniSuper Management 13F: Cuts GILD Stake by $18M

Key Points

  • The total reported value of UniSuper Management's holdings in Gilead is now about $34.1 million after the reduction.
  • UniSuper Management held 228,720 $GILD shares at quarter end, down 34.97% from the prior quarter.
  • Gilead's shares recently traded around $158.69, which is about equal to the closing price on the filing date.
  • The stock has a target mean price of $160.19, indicating it is currently trading below that level.

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UniSuper Management cut its position in Gilead Sciences, Inc. (GILD) by 122,968 shares in a filing on October 26, 2026. This reduction brings their total holdings in Gilead to 228,720 shares, valued at approximately $34.1 million.

GILD Gilead Sciences, Inc.
$158.69 +32.85% year to date
Daily close · Oct 26, 2026
13F track record

UniSuper Management vs. the S&P 500

YTD return +3.36% hypothetical
All-time return +3.36% S&P 500 +4.03%
vs. S&P 500 -0.67% behind the index

Hypothetical returns from UniSuper Management's disclosed trades, not real profit or advice. How we model this.

Where Gilead Sciences Fits in UniSuper Management's Portfolio

This stake accounts for 0.3% of UniSuper's reported portfolio, ranking 43 out of 636 holdings.

Other Institutional Activity in Gilead Sciences

AMF Tjanstepension reduced its stake by 521,261 shares, ending with 21,001 shares worth about $3.1 million. Quilter trimmed its holdings by 4,283 shares, bringing its total to 25,109 shares valued at around $3.7 million. CWA Asset Management Group increased its position by 15,240 shares, now holding 78,639 shares worth about $11.7 million.

Gilead Sciences, Inc. Stock Up 1.0%

As of October 26, 2026, Gilead shares closed at $158.69, which is about equal to the recent trading price. The stock is currently above its 50-day moving average by 6.6% and above its 200-day moving average by 14.3%. However, it is slightly below its 52-week high of $160.51.

Recent Earnings

Gilead reported trailing-twelve-month revenue of approximately $30.5 billion, with a year-over-year revenue growth of 10.2%. The next earnings report is expected on October 29, 2026.

Dividend

Gilead pays an annual dividend of $3.28 per share, which translates to a yield of 2.1%. The payout ratio is 43.5%.

Insider Buying and Selling at Gilead Sciences, Inc.

Recently, several insiders sold shares, including Director Anthony Welters, who sold 18,000 shares valued at about $2.7 million on August 26, 2026. CEO Daniel Patrick O'Day sold 15,000 shares worth approximately $2.2 million on September 1, 2026.

Analysts Set New Price Targets

On October 20, 2026, B of A Securities maintained a Buy rating for Gilead with a price target of $172.00, up from $168.00. Overall, analysts have a consensus Buy recommendation with a target mean price of $160.19.

About Gilead Sciences

Gilead Sciences, Inc. is a biopharmaceutical company based in Foster City, California. It focuses on discovering and developing medicines for unmet medical needs, particularly in the treatment of HIV-1 infection. This recent cut in position by UniSuper reflects the ongoing adjustments in their investment strategy.

Bottom Line

Investors should keep an eye on Gilead's upcoming earnings report on October 29, 2026, and any further changes in institutional holdings following this filing. The stock's recent performance relative to analyst targets will also be important to watch.

Source: UniSuper Management's 13F filing on $GILD (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts

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