Position in PFE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,328,259
-$24,169 QoQ
Shares Held
179,745
+16.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#648
of 2,821 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $145,353,758 across 14 Drug Manufacturers - General names. PFE ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
41,689 | $50,003,041 | |
| 2 | ABBV |
AbbVie Inc.
|
89,324 | $22,477,491 | |
| 3 | JNJ |
Johnson & Johnson
|
71,666 | $18,201,014 | |
| 4 | MRK |
Merck & Co., Inc.
|
105,500 | $13,556,750 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
86,812 | $10,967,828 | |
| 6 | AMGN |
Amgen Inc
|
24,293 | $8,796,981 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
108,514 | $6,252,576 | |
| 8 | PFE |
Pfizer Inc
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|
179,745 | $4,328,259 |
All Filings in PFE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,328,259 | 179,745 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,352,428 | 155,001 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,066,909 | 243,651 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,198,596 | 243,273 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,980,347 | 246,714 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,796,603 | 347,143 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $15,927,709 | 600,366 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $16,767,112 | 579,375 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $16,097,845 | 575,334 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $15,378,134 | 554,167 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $12,622,745 | 438,442 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $14,886,729 | 448,801 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||