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Pfizer shares owned by Holistic Planning

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Pfizer

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All positions including Pfizer held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pfizer by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $408k 15k 27.75

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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

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