PFE — PFIZER INC

Ownership history in Vericrest Private Wealth  ·  3 quarters on record

This page tracks every 13F SEC filing in which Vericrest Private Wealth 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
0.3% (2022 Q2)
Avg. % of fund
0.27%
First filed
2021 Q4
Last filed
2022 Q2
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q2 UNCHANGED 4,715 — 0% 0.30% $247K $42.65
2022 Q1 UNCHANGED 4,715 — 0% 0.25% $244K $41.77
2021 Q4 INITIATED 4,715 — — 0.26% $278K $47.29
% 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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