Position in PFE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,880,744
-$755,687 QoQ
Shares Held
78,104
-16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#995
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, 2026Gladstone Institutional Advisory LLC holds $67,973,516 across 11 Drug Manufacturers - General names. PFE ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
19,736 | $23,671,952 | |
| 2 | JNJ |
Johnson & Johnson
|
52,767 | $13,401,234 | |
| 3 | MRK |
Merck & Co., Inc.
|
84,891 | $10,908,493 | |
| 4 | ABBV |
AbbVie Inc.
|
33,122 | $8,334,820 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
67,905 | $3,912,686 | |
| 6 | AMGN |
Amgen Inc
|
6,692 | $2,423,307 | |
| 7 | PFE |
Pfizer Inc
This page
|
78,104 | $1,880,744 | |
| 8 | NVS |
Novartis AG
|
8,936 | $1,400,449 |
All Filings in PFE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,880,744 | 78,104 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,636,431 | 93,890 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,985,177 | 79,726 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,003,084 | 78,614 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,983,341 | 81,821 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,173,386 | 85,769 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,362,380 | 164,432 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,365,454 | 150,845 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,944,498 | 69,496 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,863,051 | 67,137 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,457,514 | 85,360 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,192,811 | 96,256 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,430,497 | 93,525 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,648,711 | 113,939 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,480,835 | 126,480 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,958,492 | 136,163 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $7,552,279 | 144,045 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $6,640,952 | 128,278 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $8,266,881 | 139,998 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $4,103,541 | 95,409 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $2,675,567 | 68,324 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $1,480,031 | 40,851 | Shares | Sole | 2023-01-30 | |
| 2020-12-31 | $635,745 | 17,271 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $478,677 | 13,043 | Shares | Sole | 2023-01-30 | |
| 2020-06-30 | $375,429 | 11,481 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $785,349 | 24,061 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||