AssuredPartners Investment Advisors’s Pfizer PFE Stock Holding History

AssuredPartners Investment 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	$1.88M	Sell	77,949 -1,541	-2%	-$40.3K	0.18%	132
2026 Q1	$2.21M	Buy	79,490 +28,273	+55%	+$753K	0.24%	109
2025 Q4	$1.28M	Buy	51,217 +4,075	+9%	+$103K	0.19%	123
2025 Q3	$1.2M	Sell	47,142 -788	-2%	-$19.4K	0.27%	71
2025 Q2	$1.16M	Sell	47,930 -13,039	-21%	-$304K	0.28%	67
2025 Q1	$1.54M	Buy	60,969 +20,210	+50%	+$529K	0.3%	95
2024 Q4	$1.08M	Buy	+40,759	New	+$1.11M	0.21%	112

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 $3.37T AUM 44.26% 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

AssuredPartners Investment Advisors's PFE Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Pfizer (PFE) stake by 1.9% in Q2 2026, selling an estimated $40.3K and leaving 77,949 shares worth $1.88M. The position accounts for 0.18% of the portfolio, ranked #132.

AssuredPartners Investment Advisors first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.21M in Q1 2026. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

AssuredPartners Investment Advisors held 77,949 shares of Pfizer worth $1.88M as of Q2 2026.
AssuredPartners Investment Advisors sold 1,541 Pfizer shares in Q2 2026, an estimated $40.3K.
Pfizer made up 0.18% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #132 holding.
AssuredPartners Investment Advisors first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's Pfizer position peaked at $2.21M in Q1 2026.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.