PFE — PFIZER INC

Ownership history in Straight Path Wealth Management  ·  9 quarters on record

This page tracks every 13F SEC filing in which Straight Path Wealth Management reported a position in PFIZER INC (PFE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.53% (2024 Q2)
Avg. % of fund
0.41%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 53,564 +13,064 +32.3% 0.36% $1.3M $24.49
2025 Q3 REDUCED 40,500 -13,516 -25.0% 0.28% $1.0M $24.63
2025 Q3 REDUCED 54,016 -200 -0.4% 0.37% $1.4M $24.63
2025 Q2 ADDED 54,216 +16,409 +43.4% 0.45% $1.3M $23.03
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PFE price (monthly, adj. close)

Other funds also holding PFE

As of 2025 Q4 — sorted by position size

Talaria Asset Management Pty Ltd 8.49% Patrick Mauro Investment Advisor, INC. 3Y 6.24% SECTOR GAMMA AS 3Y 7Y 4.88% WILSEY ASSET MANAGEMENT INC 3Y 7Y 4.62% CONTINENTAL ADVISORS LLC 3Y 7Y 4.22% Round Hill Asset Management 3Y 7Y 3.88% Corecam Pte. Ltd. 3.82% America First Investment Advisors, LLC 3Y 7Y 3.79% Drystone LLC 3Y 3.72% Socorro Asset Management LP 3Y 3.68%
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