Position in PFE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$330,666
-$270,779 QoQ
Shares Held
13,732
-35.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,056
of 2,821 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026One Wealth Advisors, LLC holds $6,025,804 across 9 Drug Manufacturers - General names. PFE ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GILD |
Gilead Sciences, Inc.
|
8,621 | $1,089,177 | |
| 2 | JNJ |
Johnson & Johnson
|
4,046 | $1,027,562 | |
| 3 | NVS |
Novartis AG
|
5,053 | $791,906 | |
| 4 | LLY |
ELI LILLY & Co
|
654 | $784,427 | |
| 5 | AZN |
Astrazeneca PLC
|
3,637 | $689,647 | |
| 6 | ABBV |
AbbVie Inc.
|
2,596 | $653,257 | |
| 7 | BIIB |
Biogen Inc.
|
1,599 | $345,479 | |
| 8 | PFE |
Pfizer Inc
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|
13,732 | $330,666 |
All Filings in PFE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,666 | 13,732 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $601,445 | 21,419 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $515,728 | 20,712 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $526,136 | 20,649 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $320,404 | 13,218 | Shares | Sole | 2025-07-17 | |
| 2024-09-30 | $366,872 | 12,677 | Shares | Sole | 2024-10-16 | |
| 2022-12-31 | $380,713 | 7,430 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $434,843 | 9,937 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $498,189 | 9,502 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $490,210 | 9,469 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $337,057 | 5,708 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||