Position in PFE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,392,283
-$1,677,302 QoQ
Shares Held
390,045
-1.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#439
of 2,821 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Dakota Wealth Management holds $173,563,596 across 12 Drug Manufacturers - General names. PFE ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
47,782 | $57,311,169 | |
| 2 | MRK |
Merck & Co., Inc.
|
250,026 | $32,128,341 | |
| 3 | JNJ |
Johnson & Johnson
|
98,608 | $25,043,473 | |
| 4 | AMGN |
Amgen Inc
|
48,550 | $17,580,926 | |
| 5 | ABBV |
AbbVie Inc.
|
53,370 | $13,430,026 | |
| 6 | BIIB |
Biogen Inc.
|
47,326 | $10,225,255 | |
| 7 | PFE |
Pfizer Inc
This page
|
390,045 | $9,392,283 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
41,150 | $5,198,891 |
All Filings in PFE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,392,283 | 390,045 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $11,069,585 | 394,216 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $9,087,354 | 364,954 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $8,876,875 | 348,386 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $6,328,530 | 261,078 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $7,012,236 | 276,726 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $7,657,566 | 288,638 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $8,870,312 | 306,507 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $9,068,681 | 324,113 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $9,465,969 | 341,116 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $7,823,337 | 271,738 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $9,597,706 | 289,349 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $9,981,104 | 272,113 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $8,187,049 | 200,663 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $10,648,490 | 207,816 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $9,289,853 | 212,291 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $14,033,728 | 267,666 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $10,747,503 | 207,601 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,269,161 | 21,493 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $877,747 | 20,408 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $779,714 | 19,911 | Shares | Other | 2021-08-02 | |
| 2021-03-31 | $669,565 | 18,481 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,507,938 | 68,132 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,457,687 | 121,463 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,356,756 | 41,491 | Shares | Other | 2020-08-07 | |
| 2020-03-31 | $1,408,479 | 43,152 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||