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Straight Path Wealth Management

SEC CIK
0001902506
Latest filing
Jul 27, 2026

PFE holding history

Pfizer Inc in every 13F filed by Straight Path Wealth Management, 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)
54,064
Value
$1.30M
% of portfolio
0.3%
Quarters held
10
Since Q1 2024
Holdings of PFE by Straight Path Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202654,064$1.30M0.3%00.0%UnchangedHolders
Q1 202654,064$1.52M0.4%+500+0.9%AddedHolders
Q4 202553,564$1.33M0.4%−452−0.8%ReducedHolders
Q3 202554,016$1.38M0.4%−200−0.4%ReducedHolders
Q2 202554,216$1.31M0.4%+16,409+43.4%AddedHolders
Q1 202537,807$958.0K0.4%+200+0.5%AddedHolders
Q4 202437,607$997.7K0.4%−605−1.6%ReducedHolders
Q3 202438,212$1.11M0.5%+1,187+3.2%AddedHolders
Q2 202437,025$1.04M0.5%+6,513+21.3%AddedHolders
Q1 202430,512$846.7K0.5%+30,512NewHolders