Position in PFE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,956
-$4,038 QoQ
Shares Held
455
-14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,738
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, 2026Sunrise Financial Services, LLC holds $372,371 across 13 Drug Manufacturers - General names. PFE ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
643 | $163,302 | |
| 2 | MRK |
Merck & Co., Inc.
|
461 | $59,238 | |
| 3 | NVO |
Novo Nordisk A S
|
1,190 | $57,048 | |
| 4 | AMGN |
Amgen Inc
|
106 | $38,384 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
240 | $13,828 | |
| 6 | ABBV |
AbbVie Inc.
|
54 | $13,588 | |
| 7 | PFE |
Pfizer Inc
This page
|
455 | $10,956 | |
| 8 | LLY |
ELI LILLY & Co
|
6 | $7,196 |
All Filings in PFE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,956 | 455 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,994 | 534 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $11,329 | 455 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||