NewEdge Wealth, LLC

SEC CIK: 0001861796
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

PFE holding history

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

PFE overview All 13F holders of PFE Full Q2 2026 holdings

Shares (Q2 2026): 83,856
Value: $2.02M
% of portfolio: <0.1%
Quarters held: 21; Since Q2 2021

Holdings of PFE by NewEdge Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	83,856	$2.02M	<0.1%	+2,619+3.2%	Added	Holders
Q1 2026	81,237	$2.28M	<0.1%	−26,519−24.6%	Reduced	Holders
Q4 2025	107,756	$2.68M	<0.1%	+28,693+36.3%	Added	Holders
Q3 2025	79,063	$1.95M	<0.1%	+6,052+8.3%	Added	Holders
Q2 2025	73,011	$1.77M	<0.1%	−32,603−30.9%	Reduced	Holders
Q1 2025	105,614	$2.68M	<0.1%	+100+0.1%	Added	Holders
Q4 2024	105,514	$2.80M	<0.1%	−11,743−10.0%	Reduced	Holders
Q3 2024	117,257	$3.39M	0.1%	+20,639+21.4%	Added	Holders
Q2 2024	96,618	$2.70M	0.1%	+1,384+1.5%	Added	Holders
Q1 2024	95,234	$2.64M	0.1%	+30,760+47.7%	Added	Holders
Q4 2023	64,474	$1.86M	<0.1%	−24,229−27.3%	Reduced	Holders
Q3 2023	88,703	$2.94M	0.1%	−1,120−1.2%	Reduced	Holders
Q2 2023	89,823	$3.29M	0.1%	−74,107−45.2%	Reduced	Holders
Q1 2023	163,930	$6.69M	0.3%	−349,271−68.1%	Reduced	Holders
Q4 2022	513,201	$26.3M	1.1%	+30,896+6.4%	Added	Holders
Q3 2022	482,305	$21.1M	1.0%	+45,950+10.5%	Added	Holders
Q2 2022	436,355	$22.9M	1.0%	+74,360+20.5%	Added	Holders
Q1 2022	361,995	$18.7M	0.8%	+233,184+181.0%	Added	Holders
Q4 2021	128,811	$7.61M	0.3%	+50,611+64.7%	Added	Holders
Q3 2021	78,200	$3.36M	0.2%	+71,440+1,056.8%	Added	Holders
Q2 2021	6,760	$265.0K	<0.1%	+6,760	New	Holders