Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,315,465
-$117,766 QoQ
Shares Held
54,629
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,162
of 2,821 holders
Holding Since
Dec 2022
15 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $83,599,590 across 11 Drug Manufacturers - General names. PFE ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
26,099 | $31,303,925 | |
| 2 | ABBV |
AbbVie Inc.
|
115,953 | $29,178,412 | |
| 3 | JNJ |
Johnson & Johnson
|
22,580 | $5,734,642 | |
| 4 | AMGN |
Amgen Inc
|
14,538 | $5,264,500 | |
| 5 | MRK |
Merck & Co., Inc.
|
36,076 | $4,635,766 | |
| 6 | AZN |
Astrazeneca PLC
|
16,641 | $3,155,466 | |
| 7 | PFE |
Pfizer Inc
This page
|
54,629 | $1,315,465 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
9,736 | $1,230,046 |
All Filings in PFE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,315,465 | 54,629 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,433,231 | 51,041 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,202,196 | 48,281 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,557,515 | 61,127 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,514,854 | 62,494 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,458,393 | 57,553 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,559,141 | 58,769 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,253,297 | 77,861 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,357,510 | 84,257 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,338,631 | 84,275 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,990,828 | 69,150 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,974,543 | 59,528 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,044,066 | 55,727 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,323,674 | 32,443 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,570,352 | 30,647 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||