Position in PFE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$509,051
-$51,790 QoQ
Shares Held
21,140
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,748
of 2,821 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026CURA WEALTH ADVISORS, LLC holds $75,575,907 across 6 Drug Manufacturers - General names. PFE ranks #4 (0.7% 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 | $509,051 | 21,140 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $560,841 | 19,973 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $496,008 | 19,920 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $504,325 | 19,793 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $382,070 | 15,762 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $474,795 | 18,737 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $390,362 | 14,714 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||