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Advyzon Investment Management’s Pfizer PFE Stock Holding History

Advyzon Investment Management’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 		$1.32M Buy
54,906
+3,570
+7% +$93.4K 0.1% 205
2026
Q1 		$1.44M Buy
51,336
+1,659
+3% +$44.2K 0.13% 162
2025
Q4 		$1.24M Buy
49,677
+19,917
+67% +$502K 0.14% 154
2025
Q3 		$758K Buy
29,760
+11,045
+59% +$273K 0.13% 153
2025
Q2 		$454K Buy
18,715
+4,774
+34% +$111K 0.1% 194
2025
Q1 		$353K Sell
13,941
-831
-6% -$21.7K 0.12% 146
2024
Q4 		$392K Buy
+14,772
New +$401K 0.15% 127

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

Advyzon Investment Management's PFE Position: Q2 2026 in Review

Advyzon Investment Management increased its Pfizer (PFE) stake by 7% in Q2 2026, buying an estimated $93.4K and bringing the position to 54,906 shares worth $1.32M. The position accounts for 0.1% of the portfolio, ranked #205.

Advyzon Investment Management first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q1 2026. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Advyzon Investment Management held 54,906 shares of Pfizer worth $1.32M as of Q2 2026.
  • Advyzon Investment Management bought 3,570 Pfizer shares in Q2 2026, an estimated $93.4K.
  • Pfizer made up 0.1% of Advyzon Investment Management's portfolio in Q2 2026, its #205 holding.
  • Advyzon Investment Management first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's Pfizer position peaked at $1.44M in Q1 2026.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.