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Pfizer shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Pfizer

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All positions including Pfizer held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pfizer by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.8M 200k 28.79
2023-09-30 $7.0M 211k 33.17
2023-06-30 $7.9M 217k 36.68
2023-03-31 $8.0M 196k 40.80
2022-12-31 $8.3B 161M 51.24
2022-09-30 $7.9M 180k 43.76
2022-06-30 $9.0M 171k 52.43
2022-03-31 $7.6M 146k 51.77
2021-12-31 $8.5M 144k 59.05
2021-09-30 $6.2M 144k 43.01
2021-06-30 $6.0M 153k 39.16
2021-03-31 $4.9M 137k 36.23
2020-12-31 $3.5M 95k 36.81
2020-09-30 $3.3M 91k 36.70
2020-06-30 $501k 15k 32.70
2020-03-31 $379k 12k 32.64
2019-12-31 $603k 15k 39.18
2019-09-30 $672k 19k 35.93
2019-06-30 $2.7M 29k 93.60
2019-03-31 $2.8M 1.5k 1860.65
2018-12-31 $3.3M 75k 43.65
2018-09-30 $3.2M 72k 44.06
2018-06-30 $2.8M 79k 36.28
2018-03-31 $2.5M 70k 35.49
2017-12-31 $2.2M 62k 36.22
2017-09-30 $2.2M 62k 35.71
2017-06-30 $2.4M 72k 33.60
2017-03-31 $2.2M 65k 34.21
2016-12-31 $2.2M 67k 32.48
2016-09-30 $2.0M 60k 33.87
2016-06-30 $2.7M 77k 35.21
2016-03-31 $2.2M 73k 29.63
2015-12-31 $1.8M 55k 32.27
2015-09-30 $1.8M 57k 31.41
2015-06-30 $1.5M 45k 33.52
2015-03-31 $1.5M 43k 34.79
2014-12-31 $1.3M 43k 31.16
2014-09-30 $1.3M 44k 29.57
2014-06-30 $1.3M 44k 29.69
2014-03-31 $1.4M 43k 32.13
2013-12-31 $1.3M 43k 30.62
2013-09-30 $1.3M 44k 28.73
2013-06-30 $1.2M 42k 28.00
2013-03-31 $1.2M 42k 28.86
2012-12-31 $1.1M 44k 25.09
2012-09-30 $1.1M 43k 24.86
2012-06-30 $962k 42k 23.00
2012-03-31 $938k 41k 22.65
2011-12-31 $888k 41k 21.65
2011-09-30 $742k 42k 17.68
2011-06-30 $1.1M 52k 20.31
2011-03-31 $1.1M 52k 20.31
2010-12-31 $1.0M 31k 32.56

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment Advisors

Top funds holding Pfizer

Vanguard Group
BlackRock
Wellington Management Company
Charles Schwab Investment Management
Geode Capital Management
Morgan Stanley
Massachusetts Financial Services
Susquehanna International
Northern Trust
Bank of America Corporation
State Farm Mutual Automobile Insurance Company
Legal & General Group
Citadel Advisors
Amundi
Bank of New York Mellon

View all funds holding Pfizer