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Aprio Wealth Management’s Pfizer PFE Stock Holding History

Aprio Wealth 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 		$1.01M Sell
41,748
-2,042
-5% -$53.4K 0.05% 234
2026
Q1 		$1.23M Buy
43,790
+9,514
+28% +$253K 0.07% 169
2025
Q4 		$1.17M Buy
34,276
+11,602
+51% +$293K 0.07% 174
2025
Q3 		$578K Buy
22,674
+5,565
+33% +$137K 0.06% 197
2025
Q2 		$415K Sell
17,109
-3,584
-17% -$83.6K 0.05% 224
2025
Q1 		$524K Buy
20,693
+4,316
+26% +$113K 0.07% 174
2024
Q4 		$434K Buy
16,377
+281
+2% +$7.62K 0.06% 149
2024
Q3 		$466K Sell
16,096
-35,068
-69% -$1.02M 0.07% 130
2024
Q2 		$1.43M Buy
51,164
+8,643
+20% +$238K 0.26% 50
2024
Q1 		$1.18M Buy
42,521
+2,857
+7% +$79.3K 0.23% 54
2023
Q4 		$1.14M Sell
39,664
-1,493
-4% -$45.1K 0.25% 49
2023
Q3 		$1.37M Sell
41,157
-1,022
-2% -$36.1K 0.38% 39
2023
Q2 		$1.55M Buy
42,179
+34,662
+461% +$1.35M 0.42% 31
2023
Q1 		$307K Buy
7,517
+1,082
+17% +$46.7K 0.09% 96
2022
Q4 		$330K Buy
6,435
+270
+4% +$12.9K 0.12% 83
2022
Q3 		$270K Sell
6,165
-1,057
-15% -$51.4K 0.11% 83
2022
Q2 		$379K Buy
7,222
+222
+3% +$11.3K 0.15% 57
2022
Q1 		$362K Buy
7,000
+3,124
+81% +$162K 0.14% 60
2021
Q4 		$229K Buy
+3,876
New +$192K 0.1% 65
2021
Q3 		– Sell
-5,194
Closed -$203K – 75
2021
Q2 		$203K Buy
+5,194
New +$202K 0.1% 69
2020
Q4 		$269K Sell
7,312
-1,008
-12% -$37K 0.18% 42
2020
Q3 		$290K Buy
8,320
+32
+0.4% +$1.12K 0.21% 53
2020
Q2 		$257K Sell
8,288
-58
-0.7% -$1.97K 0.25% 52
2020
Q1 		$258K Buy
8,346
+1,668
+25% +$56.8K 0.33% 46
2019
Q4 		$248K Buy
+6,678
New +$238K 0.18% 60

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

Aprio Wealth Management's PFE Position: Q2 2026 in Review

Aprio Wealth Management reduced its Pfizer (PFE) stake by 4.7% in Q2 2026, selling an estimated $53.4K and leaving 41,748 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #234.

Aprio Wealth Management first reported a position in PFE in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.55M in Q2 2023. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Aprio Wealth Management held 41,748 shares of Pfizer worth $1.01M as of Q2 2026.
  • Aprio Wealth Management sold 2,042 Pfizer shares in Q2 2026, an estimated $53.4K.
  • Pfizer made up 0.05% of Aprio Wealth Management's portfolio in Q2 2026, its #234 holding.
  • Aprio Wealth Management first reported a position in Pfizer in Q4 2019 and has held it in 25 quarters since.
  • Aprio Wealth Management's Pfizer position peaked at $1.55M in Q2 2023.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.