Position in PFE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$306,272
-$33,608 QoQ
Shares Held
12,719
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,115
of 2,821 holders
Holding Since
Dec 2024
6 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, 2026AGH Wealth Advisors, LLC holds $4,021,663 across 6 Drug Manufacturers - General names. PFE ranks #5 (7.6% of the industry book) .
All Filings in PFE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,272 | 12,719 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $339,880 | 12,104 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $234,059 | 9,400 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $229,090 | 8,991 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $221,876 | 8,756 | Shares | Other | 2025-04-11 | |
| 2024-12-31 | $237,708 | 8,960 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||