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Livermore
Livermore
ZHEN

Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

PFE holding history

Pfizer Inc in every 13F filed by Modera Wealth Management, 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)
50,928
Value
$1.23M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PFE by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202650,928$1.23M<0.1%−756−1.5%ReducedHolders
Q1 202651,684$1.45M<0.1%−12,532−19.5%ReducedHolders
Q4 202564,216$1.60M<0.1%+3,876+6.4%AddedHolders
Q3 202560,340$1.54M<0.1%−1,753−2.8%ReducedHolders
Q2 202562,093$1.51M<0.1%−4,757−7.1%ReducedHolders
Q1 202566,850$1.69M<0.1%+4,414+7.1%AddedHolders
Q4 202462,436$1.66M<0.1%−363−0.6%ReducedHolders
Q3 202462,799$1.82M<0.1%+50+0.1%AddedHolders
Q2 202462,749$1.76M<0.1%−29,005−31.6%ReducedHolders
Q1 202491,754$2.55M<0.1%−5,315−5.5%ReducedHolders
Q4 202397,069$2.79M<0.1%−23,480−19.5%ReducedHolders
Q3 2023120,549$4.00M0.1%−6,622−5.2%ReducedHolders
Q2 2023127,171$4.66M0.1%+52,600+70.5%AddedHolders
Q1 202374,571$3.04M0.1%+172+0.2%AddedHolders
Q4 202274,399$3.81M0.2%+1,166+1.6%AddedHolders
Q3 202273,233$3.21M0.2%−1,105−1.5%ReducedHolders
Q2 202274,338$3.90M0.2%+81+0.1%AddedHolders
Q1 202274,257$3.84M0.2%+3,314+4.7%AddedHolders
Q4 202170,943$4.19M0.2%+979+1.4%AddedHolders
Q3 202169,964$3.01M0.2%+4,616+7.1%AddedHolders
Q2 202165,348$2.56M0.1%+760+1.2%AddedHolders
Q1 202164,588$2.34M0.2%––Holders

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