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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

PFE holding history

Pfizer Inc in every 13F filed by Avidian Wealth Solutions, 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)
79,424
Value
$1.91M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PFE by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202679,424$1.91M0.1%+4,018+5.3%AddedHolders
Q1 202675,406$2.12M0.1%+51,722+218.4%AddedHolders
Q4 202523,684$589.7K<0.1%+2,783+13.3%AddedHolders
Q3 202520,901$532.6K<0.1%+956+4.8%AddedHolders
Q2 202519,945$483.5K<0.1%+1,712+9.4%AddedHolders
Q1 202518,233$462.0K<0.1%−2,007−9.9%ReducedHolders
Q4 202420,240$537.0K<0.1%−2,080−9.3%ReducedHolders
Q3 202422,320$645.9K<0.1%+897+4.2%AddedHolders
Q2 202421,423$599.4K<0.1%+3,596+20.2%AddedHolders
Q1 202417,827$494.7K<0.1%−2,190−10.9%ReducedHolders
Q4 202320,017$576.3K<0.1%−1,087−5.2%ReducedHolders
Q3 202321,104$700.0K<0.1%−975−4.4%ReducedHolders
Q2 202322,079$809.9K0.1%−34,757−61.2%ReducedHolders
Q1 202356,836$2.32M0.1%+728+1.3%AddedHolders
Q4 202256,108$2.87M0.2%+4,487+8.7%AddedHolders
Q3 202251,621$2.26M0.2%−1,612−3.0%ReducedHolders
Q2 202253,233$2.79M0.2%+11,727+28.3%AddedHolders
Q1 202241,506$2.15M0.1%+1,938+4.9%AddedHolders
Q4 202139,568$2.34M0.1%+446+1.1%AddedHolders
Q3 202139,122$1.68M0.1%+4,616+13.4%AddedHolders
Q2 202134,506$1.35M0.1%+1,109+3.3%AddedHolders
Q1 202133,397$1.21M0.1%––Holders

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