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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

PFE holding history

Pfizer Inc in every 13F filed by Portside Wealth Group, 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)
89,045
Value
$2.14M
% of portfolio
0.3%
Quarters held
13
Since Q2 2023
Holdings of PFE by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202689,045$2.14M0.3%+3,530+4.1%AddedHolders
Q1 202685,515$2.40M0.3%+9,843+13.0%AddedHolders
Q4 202575,672$1.88M0.3%−3,404−4.3%ReducedHolders
Q3 202579,076$2.01M0.3%+10,318+15.0%AddedHolders
Q2 202568,758$1.67M0.2%+925+1.4%AddedHolders
Q1 202567,833$1.72M0.3%+14,661+27.6%AddedHolders
Q4 202453,172$1.41M0.2%−3,206−5.7%ReducedHolders
Q3 202456,378$1.63M0.3%+3,615+6.9%AddedHolders
Q2 202452,763$1.48M0.3%−2,774−5.0%ReducedHolders
Q1 202455,537$1.54M0.3%+13,149+31.0%AddedHolders
Q4 202342,388$1.22M0.2%−23,800−36.0%ReducedHolders
Q3 202366,188$2.20M0.4%+9,707+17.2%AddedHolders
Q2 202356,481$2.07M0.4%–No prior filingHolders