Position in PFE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$503,946
-$127,938 QoQ
Shares Held
20,928
-7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,753
of 2,821 holders
Holding Since
Dec 2023
11 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, 2026Quotient Wealth Partners, LLC holds $16,322,859 across 12 Drug Manufacturers - General names. PFE ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,676 | $4,409,105 | |
| 2 | JNJ |
Johnson & Johnson
|
13,597 | $3,453,230 | |
| 3 | ABBV |
AbbVie Inc.
|
10,682 | $2,688,018 | |
| 4 | MRK |
Merck & Co., Inc.
|
10,346 | $1,329,461 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
10,395 | $1,313,304 | |
| 6 | AMGN |
Amgen Inc
|
2,323 | $841,204 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
10,296 | $593,255 | |
| 8 | PFE |
Pfizer Inc
This page
|
20,928 | $503,946 |
All Filings in PFE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,946 | 20,928 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $631,884 | 22,503 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $529,174 | 21,252 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $463,761 | 18,201 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $368,108 | 15,186 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $308,337 | 12,168 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $226,990 | 8,556 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $297,126 | 10,267 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $226,498 | 8,095 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $248,001 | 8,937 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $422,637 | 14,680 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||