Position in PFE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,589,016
-$625,846 QoQ
Shares Held
232,102
+4.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#568
of 2,821 holders
Holding Since
Dec 2020
23 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, 2026CreativeOne Wealth, LLC holds $64,149,756 across 13 Drug Manufacturers - General names. PFE ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
17,036 | $20,433,490 | |
| 2 | ABBV |
AbbVie Inc.
|
46,488 | $11,698,240 | |
| 3 | JNJ |
Johnson & Johnson
|
30,977 | $7,867,228 | |
| 4 | PFE |
Pfizer Inc
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|
232,102 | $5,589,016 | |
| 5 | AMGN |
Amgen Inc
|
15,401 | $5,577,009 | |
| 6 | MRK |
Merck & Co., Inc.
|
41,721 | $5,361,148 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
28,296 | $3,574,916 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
29,888 | $1,722,145 |
All Filings in PFE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,589,016 | 232,102 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $6,214,862 | 221,327 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,971,800 | 279,992 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $6,395,021 | 250,982 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $5,702,653 | 235,258 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $4,523,519 | 178,513 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,596,512 | 135,564 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,405,455 | 117,673 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $2,028,829 | 72,510 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,058,855 | 74,193 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $815,073 | 28,311 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $2,016,370 | 60,789 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $2,232,249 | 61,146 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,553,059 | 62,575 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $2,674,778 | 52,201 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,089,451 | 47,748 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $1,555,545 | 29,669 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,632,255 | 31,529 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $2,140,798 | 36,254 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,792,182 | 41,669 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $2,367,808 | 60,465 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,274,389 | 35,175 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $961,845 | 26,130 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||