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Livermore
Livermore
ZHEN

Robertson Stephens Wealth Management, LLC

SEC CIK
0001767307
Latest filing
Jul 29, 2026

PFE holding history

Pfizer Inc in every 13F filed by Robertson Stephens 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)
148,619
Value
$3.58M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PFE by Robertson Stephens Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026148,619$3.58M0.1%−9,864−6.2%ReducedHolders
Q1 2026158,483$4.45M0.1%+6,916+4.6%AddedHolders
Q4 2025151,567$3.77M0.1%+122,761+426.2%AddedHolders
Q3 202528,806$734.0K<0.1%−3,265−10.2%ReducedHolders
Q2 202532,071$777.4K<0.1%+7,962+33.0%AddedHolders
Q1 202524,109$610.9K<0.1%−4,431−15.5%ReducedHolders
Q4 202428,540$757.2K<0.1%−6,184−17.8%ReducedHolders
Q3 202434,724$1.00M<0.1%−4,169−10.7%ReducedHolders
Q2 202438,893$1.09M0.1%−7,776−16.7%ReducedHolders
Q1 202446,669$1.30M0.1%−200.0%ReducedHolders
Q4 202346,689$1.34M0.1%−7,240−13.4%ReducedHolders
Q3 202353,929$1.79M0.1%−6,425−10.6%ReducedHolders
Q2 202360,354$2.21M0.2%−3,927−6.1%ReducedHolders
Q1 202364,281$2.62M0.2%+3,163+5.2%AddedHolders
Q4 202261,118$3.13M0.3%−3,153−4.9%ReducedHolders
Q3 202264,271$2.81M0.3%−2,042−3.1%ReducedHolders
Q2 202266,313$3.48M0.3%−572−0.9%ReducedHolders
Q1 202266,885$3.46M0.3%+2,081+3.2%AddedHolders
Q4 202164,804$3.83M0.3%+44,933+226.1%AddedHolders
Q3 202119,871$854.0K0.1%−190−0.9%ReducedHolders
Q2 202120,061$785.0K0.1%−1,144−5.4%ReducedHolders
Q1 202121,205$768.0K0.1%––Holders

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