Position in PFE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,877,011
-$355,068 QoQ
Shares Held
77,949
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#997
of 2,821 holders
Holding Since
Dec 2024
7 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, 2026AssuredPartners Investment Advisors, LLC holds $25,676,613 across 8 Drug Manufacturers - General names. PFE ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
6,352 | $7,618,779 | |
| 2 | ABBV |
AbbVie Inc.
|
25,321 | $6,371,776 | |
| 3 | JNJ |
Johnson & Johnson
|
17,251 | $4,381,236 | |
| 4 | AMGN |
Amgen Inc
|
10,651 | $3,856,940 | |
| 5 | PFE |
Pfizer Inc
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|
77,949 | $1,877,011 | |
| 6 | MRK |
Merck & Co., Inc.
|
8,218 | $1,056,013 | |
| 7 | SNY |
Sanofi
|
6,382 | $272,256 | |
| 8 | NVS |
Novartis AG
|
1,548 | $242,602 |
All Filings in PFE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,877,011 | 77,949 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,232,079 | 79,490 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,275,303 | 51,217 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,201,178 | 47,142 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,161,823 | 47,930 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,544,954 | 60,969 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,081,336 | 40,759 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||