Position in PFE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,828,581
+$1,638,551 QoQ
Shares Held
117,466
+177.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#819
of 2,821 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Diversify Advisory Services, LLC holds $87,794,871 across 13 Drug Manufacturers - General names. PFE ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
94,734 | $24,059,593 | |
| 2 | LLY |
ELI LILLY & Co
|
16,684 | $20,011,291 | |
| 3 | ABBV |
AbbVie Inc.
|
64,821 | $16,311,556 | |
| 4 | AMGN |
Amgen Inc
|
22,302 | $8,076,000 | |
| 5 | MRK |
Merck & Co., Inc.
|
29,135 | $3,743,847 | |
| 6 | NVS |
Novartis AG
|
20,054 | $3,142,862 | |
| 7 | PFE |
Pfizer Inc
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|
117,466 | $2,828,581 | |
| 8 | GSK |
GSK plc
|
43,867 | $2,299,508 |
All Filings in PFE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,828,581 | 117,466 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,190,030 | 42,380 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,299,066 | 92,332 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,375,806 | 93,242 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,141,991 | 88,366 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,401,175 | 55,295 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,435,538 | 54,110 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $11,755,022 | 406,186 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $10,960,577 | 391,729 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $6,787,344 | 244,589 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||