American Capital Advisory’s Pfizer PFE Stock Holding History

American Capital Advisory’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	$68.4K	Sell	2,842 -34	-1%	-$889	0.02%	186
2026 Q1	$80.8K	Buy	2,876 +63	+2%	+$1.68K	0.03%	165
2025 Q4	$70K	Sell	2,813 -370	-12%	-$9.33K	0.03%	171
2025 Q3	$81.1K	Sell	3,183 -104	-3%	-$2.57K	0.04%	152
2025 Q2	$79.7K	Buy	3,287 +602	+22%	+$14K	0.04%	141
2025 Q1	$68K	Buy	2,685 +105	+4%	+$2.75K	0.04%	149
2024 Q4	$68.4K	Sell	2,580 -2	-0.1%	-$54	0.04%	143
2024 Q3	$74.7K	Buy	2,582 +614	+31%	+$17.9K	0.04%	141
2024 Q2	$56.7K	Buy	1,968 +100	+5%	+$2.75K	0.04%	145
2024 Q1	$76.2K	Sell	1,868 -100	-5%	-$2.77K	0.07%	124
2023 Q4	$56.7K	Buy	+1,968	New	+$59.5K	0.04%	145

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

American Capital Advisory's PFE Position: Q2 2026 in Review

American Capital Advisory reduced its Pfizer (PFE) stake by 1.2% in Q2 2026, selling an estimated $889 and leaving 2,842 shares worth $68.4K. The position accounts for 0.02% of the portfolio, ranked #186.

American Capital Advisory first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $81.1K in Q3 2025. 1,146 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

American Capital Advisory held 2,842 shares of Pfizer worth $68.4K as of Q2 2026.
American Capital Advisory sold 34 Pfizer shares in Q2 2026, an estimated $889.
Pfizer made up 0.02% of American Capital Advisory's portfolio in Q2 2026, its #186 holding.
American Capital Advisory first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's Pfizer position peaked at $81.1K in Q3 2025.
1,146 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.