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Aviso Wealth Management

SEC CIK
0002011802
Latest filing
Aug 4, 2026

PFE holding history

Pfizer Inc in every 13F filed by Aviso 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)
29,775
Value
$717.0K
% of portfolio
0.3%
Quarters held
11
Since Q4 2023
Holdings of PFE by Aviso Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,775$717.0K0.3%−2,965−9.1%ReducedHolders
Q1 202632,740$919.4K0.4%−1,364−4.0%ReducedHolders
Q4 202534,104$849.2K0.4%−4,211−11.0%ReducedHolders
Q3 202538,315$976.3K0.4%−4,369−10.2%ReducedHolders
Q2 202542,684$1.03M0.5%−7,585−15.1%ReducedHolders
Q1 202550,269$1.27M0.7%−24,757−33.0%ReducedHolders
Q4 202475,026$1.99M1.0%−7,737−9.3%ReducedHolders
Q3 202482,763$2.40M1.3%+1,915+2.4%AddedHolders
Q2 202480,848$2.26M1.3%+573+0.7%AddedHolders
Q1 202480,275$2.23M1.4%+34,115+73.9%AddedHolders
Q4 202346,160$1.33M1.0%–No prior filingHolders