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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

PFE holding history

Pfizer Inc in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFE overviewAll 13F holders of PFEFull Q2 2026 holdings

Shares (Q2 2026)
197,145
Value
$4.75M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PFE by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026197,145$4.75M<0.1%−41,133−17.3%ReducedHolders
Q1 2026238,278$6.69M0.1%+53,242+28.8%AddedHolders
Q4 2025185,036$4.61M0.1%−1,215−0.7%ReducedHolders
Q3 2025186,251$4.75M0.1%−17,801−8.7%ReducedHolders
Q2 2025204,052$4.95M0.1%+11,002+5.7%AddedHolders
Q1 2025193,050$4.89M0.1%−6,854−3.4%ReducedHolders
Q4 2024199,904$5.30M0.1%−23,005−10.3%ReducedHolders
Q3 2024222,909$6.45M0.1%+4,012+1.8%AddedHolders
Q2 2024218,897$6.12M0.1%+102,263+87.7%AddedHolders
Q1 2024116,634$3.32M0.2%−23,268−16.6%ReducedHolders
Q4 2023139,902$4.03M0.2%−14,995−9.7%ReducedHolders
Q3 2023154,897$5.14M0.3%−6,588−4.1%ReducedHolders
Q2 2023161,485$5.92M0.4%+27,544+20.6%AddedHolders
Q1 2023133,941$5.46M0.4%+1,750+1.3%AddedHolders
Q4 2022132,191$6.77M0.5%+2,836+2.2%AddedHolders
Q3 2022129,355$5.66M0.5%−19,450−13.1%ReducedHolders
Q2 2022148,805$7.80M0.6%+4,214+2.9%AddedHolders
Q1 2022144,591$7.49M0.5%+4,073+2.9%AddedHolders
Q4 2021140,518$8.30M0.6%+9,487+7.2%AddedHolders
Q3 2021131,031$5.64M0.4%−4,796−3.5%ReducedHolders
Q2 2021135,827$5.32M0.4%+10,080+8.0%AddedHolders
Q1 2021125,747$4.56M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.