Allworth Financial’s Pfizer PFE Stock Holding History

Allworth Financial’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
2025 Q4	–	Hold	0	–	-$10.2K	–	5218
2025 Q3	–	Hold	0	–	–	–	3129

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allworth Financial's PFE Position: Q2 2026 in Review

Allworth Financial reduced its Pfizer (PFE) stake by 26% in Q2 2026, selling an estimated $3.26M and leaving 360,280 shares worth $8.68M. The position accounts for 0.04% of the portfolio, ranked #257.

Allworth Financial first reported a position in PFE in Q3 2013 and has held it in 52 quarters since. The position peaked at $13.6M in Q1 2026. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Allworth Financial held 360,280 shares of Pfizer worth $8.68M as of Q2 2026.
Allworth Financial sold 124,640 Pfizer shares in Q2 2026, an estimated $3.26M.
Pfizer made up 0.04% of Allworth Financial's portfolio in Q2 2026, its #257 holding.
Allworth Financial first reported a position in Pfizer in Q3 2013 and has held it in 52 quarters since.
Allworth Financial's Pfizer position peaked at $13.6M in Q1 2026.
2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.