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AGH Wealth Advisors’s Pfizer PFE Stock Holding History

AGH Wealth Advisors’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 		$306K Buy
12,719
+615
+5% +$16.1K 0.19% 90
2026
Q1 		$340K Buy
12,104
+2,704
+29% +$72K 0.25% 79
2025
Q4 		$234K Buy
9,400
+409
+5% +$10.3K 0.18% 102
2025
Q3 		$229K Buy
+8,991
New +$222K 0.17% 110
2025
Q2 		– Sell
-8,756
Closed -$222K – 131
2025
Q1 		$222K Sell
8,756
-204
-2% -$5.34K 0.21% 103
2024
Q4 		$238K Buy
+8,960
New +$243K 0.22% 97

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

AGH Wealth Advisors's PFE Position: Q2 2026 in Review

AGH Wealth Advisors increased its Pfizer (PFE) stake by 5.1% in Q2 2026, buying an estimated $16.1K and bringing the position to 12,719 shares worth $306K. The position accounts for 0.19% of the portfolio, ranked #90.

AGH Wealth Advisors first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. The position peaked at $340K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • AGH Wealth Advisors held 12,719 shares of Pfizer worth $306K as of Q2 2026.
  • AGH Wealth Advisors bought 615 Pfizer shares in Q2 2026, an estimated $16.1K.
  • Pfizer made up 0.19% of AGH Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • AGH Wealth Advisors first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's Pfizer position peaked at $340K in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.