Position in PFE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$264,880
-$44,000 QoQ
Shares Held
11,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#2,226
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, 2026Trace Wealth Advisors, LLC holds $2,300,953 across 5 Drug Manufacturers - General names. PFE ranks #5 (11.5% of the industry book) .
All Filings in PFE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,880 | 11,000 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $308,880 | 11,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $273,900 | 11,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $229,320 | 9,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $233,673 | 9,640 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $244,277 | 9,640 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $255,749 | 9,640 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||