Position in PFE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$716,982
-$202,357 QoQ
Shares Held
29,775
-9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,517
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, 2026AVISO WEALTH MANAGEMENT holds $18,939,245 across 7 Drug Manufacturers - General names. PFE ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,214 | $6,253,828 | |
| 2 | ABBV |
AbbVie Inc.
|
20,394 | $5,131,946 | |
| 3 | JNJ |
Johnson & Johnson
|
15,337 | $3,895,137 | |
| 4 | MRK |
Merck & Co., Inc.
|
10,229 | $1,314,426 | |
| 5 | AMGN |
Amgen Inc
|
2,681 | $970,843 | |
| 6 | PFE |
Pfizer Inc
This page
|
29,775 | $716,982 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
5,193 | $656,083 |
All Filings in PFE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,982 | 29,775 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $919,339 | 32,740 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $849,189 | 34,104 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $976,266 | 38,315 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,034,660 | 42,684 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,273,816 | 50,269 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,990,439 | 75,026 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,395,161 | 82,763 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,262,127 | 80,848 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,227,631 | 80,275 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,328,946 | 46,160 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||