Position in PFE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,628,206
-$1,317,632 QoQ
Shares Held
316,786
-0.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#482
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $156,714,234 across 14 Drug Manufacturers - General names. PFE ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
42,067 | $50,456,426 | |
| 2 | JNJ |
Johnson & Johnson
|
94,695 | $24,049,689 | |
| 3 | ABBV |
AbbVie Inc.
|
92,097 | $23,175,289 | |
| 4 | MRK |
Merck & Co., Inc.
|
145,564 | $18,704,974 | |
| 5 | AMGN |
Amgen Inc
|
25,505 | $9,235,870 | |
| 6 | PFE |
Pfizer Inc
This page
|
316,786 | $7,628,206 | |
| 7 | NVS |
Novartis AG
|
47,580 | $7,456,737 | |
| 8 | AZN |
Astrazeneca PLC
|
38,745 | $7,346,826 |
All Filings in PFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,628,206 | 316,786 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,945,838 | 318,584 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,068,533 | 42,913 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $646,300 | 25,365 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $471,661 | 19,458 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $425,940 | 16,809 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $384,631 | 14,498 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $567,137 | 19,597 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $556,746 | 19,898 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $614,052 | 22,128 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $506,790 | 17,603 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,335,901 | 191,013 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,589,745 | 179,655 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,080,187 | 173,534 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,652,489 | 149,346 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $578,288 | 13,215 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $697,214 | 13,298 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $668,609 | 12,915 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $762,630 | 12,915 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,100,152 | 25,579 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $941,641 | 24,046 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $864,882 | 23,872 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $938,434 | 25,494 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,093,585 | 29,798 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,396,683 | 42,712 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,213,814 | 37,188 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||