Position in PFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$907,936
+$517,961 QoQ
Shares Held
37,705
+171.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,382
of 2,821 holders
Holding Since
Dec 2025
3 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, 2026Excelsior Advisor Network LLC holds $37,626,936 across 10 Drug Manufacturers - General names. PFE ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
39,935 | $10,049,242 | |
| 2 | JNJ |
Johnson & Johnson
|
33,502 | $8,508,502 | |
| 3 | LLY |
ELI LILLY & Co
|
6,660 | $7,988,203 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
69,858 | $4,025,217 | |
| 5 | MRK |
Merck & Co., Inc.
|
20,063 | $2,578,095 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
12,223 | $1,544,253 | |
| 7 | AMGN |
Amgen Inc
|
2,646 | $958,169 | |
| 8 | PFE |
Pfizer Inc
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|
37,705 | $907,936 |
All Filings in PFE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $907,936 | 37,705 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $389,975 | 13,888 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $334,531 | 13,435 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||