Position in PFE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$590,850
-$103,793 QoQ
Shares Held
24,537
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,638
of 2,821 holders
Holding Since
Mar 2021
22 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, 2026RIDGECREST WEALTH PARTNERS, LLC holds $8,294,448 across 7 Drug Manufacturers - General names. PFE ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
8,339 | $2,098,425 | |
| 2 | AMGN |
Amgen Inc
|
4,325 | $1,566,169 | |
| 3 | JNJ |
Johnson & Johnson
|
5,897 | $1,497,661 | |
| 4 | LLY |
ELI LILLY & Co
|
884 | $1,060,296 | |
| 5 | MRK |
Merck & Co., Inc.
|
7,002 | $899,757 | |
| 6 | PFE |
Pfizer Inc
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|
24,537 | $590,850 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,601 | $581,290 |
All Filings in PFE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,850 | 24,537 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $694,643 | 24,738 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $628,650 | 25,247 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $726,230 | 28,502 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $679,253 | 28,022 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $742,842 | 29,315 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $749,233 | 28,241 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,014,578 | 35,058 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,079,384 | 38,577 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,262,930 | 45,511 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,425,853 | 49,526 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,734,956 | 52,305 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,929,551 | 52,605 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,139,144 | 52,430 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,691,637 | 52,530 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,305,276 | 52,680 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $3,680,533 | 70,199 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $3,633,425 | 70,184 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $4,144,365 | 70,184 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,841,627 | 66,069 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,492,103 | 63,639 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,239,883 | 61,824 | Shares | Sole | 2021-05-19 | |
| No filing history on record for this holder in this stock. | ||||||