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Pfizer shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Pfizer

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All positions including Pfizer held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pfizer by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $512k 20k 25.48
2025-06-30 $212k 8.8k 24.24
2024-06-30 $152k 5.4k 27.98

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

Top funds holding Pfizer

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Susquehanna International
Northern Trust
Wellington Management Company
Massachusetts Financial Services
State Farm Mutual Automobile Insurance Company
Charles Schwab Investment Management
Fisher Investments
Legal & General Group
Amundi
Royal Bank of Canada

View all funds holding Pfizer