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PFE icon

Advisor OS’s Pfizer PFE Stock Holding History

Advisor OS’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$939K Sell
39,006
-2,057
-5% -$53.8K 0.06% 205
2026
Q1 		$1.15M Buy
41,063
+1,717
+4% +$45.7K 0.08% 166
2025
Q4 		$980K Buy
39,346
+2,804
+8% +$70.7K 0.08% 164
2025
Q3 		$931K Sell
36,542
-33,188
-48% -$819K 0.08% 164
2025
Q2 		$1.69M Buy
69,730
+14,264
+26% +$333K 0.17% 89
2025
Q1 		$1.41M Buy
55,466
+1,924
+4% +$50.3K 0.16% 88
2024
Q4 		$1.42M Buy
53,542
+4,140
+8% +$112K 0.16% 89
2024
Q3 		$1.43M Buy
49,402
+2,240
+5% +$65.3K 0.14% 116
2024
Q2 		$1.32M Buy
47,162
+6,448
+16% +$178K 0.14% 120
2024
Q1 		$1.13M Buy
40,714
+5,512
+16% +$153K 0.13% 145
2023
Q4 		$1.01M Buy
35,202
+365
+1% +$11K 0.13% 142
2023
Q3 		$1.16M Sell
34,837
-16,220
-32% -$574K 0.17% 111
2023
Q2 		$1.87M Sell
51,057
-625
-1% -$24.3K 0.31% 63
2023
Q1 		$2.11M Sell
51,682
-1,195
-2% -$51.6K 0.51% 46
2022
Q4 		$2.71M Buy
52,877
+8,203
+18% +$393K 0.72% 32
2022
Q3 		$1.96M Sell
44,674
-4,452
-9% -$216K 0.59% 37
2022
Q2 		$2.58M Buy
49,126
+9,379
+24% +$478K 0.75% 28
2022
Q1 		$2.06M Sell
39,747
-166
-0.4% -$8.61K 0.6% 36
2021
Q4 		$2.36M Buy
39,913
+11,293
+39% +$560K 0.48% 55
2021
Q3 		$1.23M Buy
28,620
+2,255
+9% +$99.9K 0.27% 86
2021
Q2 		$1.03M Buy
26,365
+7,721
+41% +$300K 0.21% 89
2021
Q1 		$677K Buy
18,644
+3,311
+22% +$118K 0.15% 104
2020
Q4 		$565K Buy
15,333
+6,344
+71% +$233K 0.15% 78
2020
Q3 		$314K Buy
+8,989
New +$315K 0.13% 80

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisor OS's PFE Position: Q2 2026 in Review

Advisor OS reduced its Pfizer (PFE) stake by 5% in Q2 2026, selling an estimated $53.8K and leaving 39,006 shares worth $939K. The position accounts for 0.06% of the portfolio, ranked #205.

Advisor OS first reported a position in PFE in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.71M in Q4 2022. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Advisor OS held 39,006 shares of Pfizer worth $939K as of Q2 2026.
  • Advisor OS sold 2,057 Pfizer shares in Q2 2026, an estimated $53.8K.
  • Pfizer made up 0.06% of Advisor OS's portfolio in Q2 2026, its #205 holding.
  • Advisor OS first reported a position in Pfizer in Q3 2020 and has held it in 24 quarters since.
  • Advisor OS's Pfizer position peaked at $2.71M in Q4 2022.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.