Avant Financial Advisors’s Pfizer PFE Stock Holding History

Avant Financial 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	$301K	Hold	12,506	–	–	0.19%	61
2026 Q1	$351K	Hold	12,506	–	–	0.25%	51
2025 Q4	$311K	Hold	12,506	–	–	0.22%	59
2025 Q3	$319K	Hold	12,506	–	–	0.24%	55
2025 Q2	$303K	Hold	12,506	–	–	0.25%	53
2025 Q1	$317K	Hold	12,506	–	–	0.29%	51
2024 Q4	$332K	Buy	+12,506	New	+$339K	0.3%	51

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Avant Financial Advisors's PFE Position: Q2 2026 in Review

Avant Financial Advisors held its Pfizer (PFE) position steady in Q2 2026 at 12,506 shares worth $301K. The position accounts for 0.19% of the portfolio, ranked #61.

Avant Financial Advisors first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $351K in Q1 2026. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Avant Financial Advisors held 12,506 shares of Pfizer worth $301K as of Q2 2026.
Avant Financial Advisors left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.19% of Avant Financial Advisors's portfolio in Q2 2026, its #61 holding.
Avant Financial Advisors first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
Avant Financial Advisors's Pfizer position peaked at $351K in Q1 2026.
900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.