Turtle Creek Wealth Advisors »

Pfizer shares owned by Turtle Creek Wealth Advisors

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Turtle Creek Wealth Advisors from 13F filings

Historical chart of Turtle Creek Wealth Advisors investment in Pfizer

Tip: Access up to 7 years of quarterly data

All positions including Pfizer held by Turtle Creek Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pfizer by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $276k 10k 26.53
2024-09-30 $262k 9.1k 28.94
2023-12-31 $97k 3.4k 28.79

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blue Owl Capital Com Cl A (OWL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Select Sector Spdr Tr Financial (XLF)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Core S&p Mcp Etf (IJH)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 100 Etf (OEF)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Turtle Creek Wealth Advisors

Top funds holding Pfizer

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

View all funds holding Pfizer