Position in PFE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$245,158
-$34,434 QoQ
Shares Held
10,181
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,285
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, 2026Opal Wealth Advisors, LLC holds $5,257,340 across 8 Drug Manufacturers - General names. PFE ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
6,171 | $1,552,870 | |
| 2 | LLY |
ELI LILLY & Co
|
786 | $942,752 | |
| 3 | NVS |
Novartis AG
|
4,383 | $686,903 | |
| 4 | JNJ |
Johnson & Johnson
|
2,037 | $517,336 | |
| 5 | AMGN |
Amgen Inc
|
1,394 | $504,795 | |
| 6 | AZN |
Astrazeneca PLC
|
2,227 | $422,283 | |
| 7 | MRK |
Merck & Co., Inc.
|
2,998 | $385,243 | |
| 8 | PFE |
Pfizer Inc
This page
|
10,181 | $245,158 |
All Filings in PFE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,158 | 10,181 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $279,592 | 9,957 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $223,377 | 8,971 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $228,581 | 8,971 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $233,770 | 9,644 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $248,027 | 9,788 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $266,918 | 10,061 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $260,141 | 8,989 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $250,700 | 8,960 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $255,855 | 9,220 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $335,662 | 11,659 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $493,337 | 14,873 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $566,449 | 15,443 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $403,512 | 9,890 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $492,518 | 9,612 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $427,360 | 9,766 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $509,147 | 9,711 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $439,579 | 8,491 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $492,831 | 8,346 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $296,037 | 6,883 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $324,675 | 8,291 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $283,717 | 7,831 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $207,277 | 5,631 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||