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Advocate Group’s Pfizer PFE Stock Holding History

Advocate Group’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 		$9.49M Buy
394,161
+39,109
+11% +$1.02M 1.43% 26
2026
Q1 		$9.97M Buy
355,052
+6,553
+2% +$174K 1.56% 19
2025
Q4 		$8.68M Sell
348,499
-1,531
-0.4% -$38.6K 1.4% 28
2025
Q3 		$8.92M Buy
350,030
+4,655
+1% +$115K 1.47% 21
2025
Q2 		$8.37M Sell
345,375
-8,297
-2% -$193K 1.5% 23
2025
Q1 		$8.96M Buy
353,672
+12,294
+4% +$322K 1.63% 20
2024
Q4 		$9.06M Buy
341,378
+12,548
+4% +$340K 1.71% 16
2024
Q3 		$9.52M Buy
328,830
+11,989
+4% +$350K 1.73% 12
2024
Q2 		$8.87M Buy
316,841
+21,772
+7% +$599K 1.79% 14
2024
Q1 		$8.19M Buy
295,069
+59,561
+25% +$1.65M 1.63% 17
2023
Q4 		$6.78M Buy
235,508
+10,548
+5% +$319K 1.46% 23
2023
Q3 		$7.46M Buy
224,960
+5,433
+2% +$192K 1.73% 14
2023
Q2 		$8.05M Buy
219,527
+12,315
+6% +$479K 1.77% 16
2023
Q1 		$8.45M Buy
207,212
+9,214
+5% +$398K 1.85% 15
2022
Q4 		$10.1M Buy
197,998
+4,756
+2% +$228K 2.18% 6
2022
Q3 		$8.46M Buy
193,242
+2,007
+1% +$97.5K 2.09% 10
2022
Q2 		$10M Buy
+191,235
New +$9.75M 2.33% 7

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Advocate Group's PFE Position: Q2 2026 in Review

Advocate Group increased its Pfizer (PFE) stake by 11% in Q2 2026, buying an estimated $1.02M and bringing the position to 394,161 shares worth $9.49M. The position accounts for 1.43% of the portfolio, ranked #26.

Advocate Group first reported a position in PFE in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.1M in Q4 2022. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Advocate Group held 394,161 shares of Pfizer worth $9.49M as of Q2 2026.
  • Advocate Group bought 39,109 Pfizer shares in Q2 2026, an estimated $1.02M.
  • Pfizer made up 1.43% of Advocate Group's portfolio in Q2 2026, its #26 holding.
  • Advocate Group first reported a position in Pfizer in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's Pfizer position peaked at $10.1M in Q4 2022.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.