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Avantax Advisory Services’s Pfizer PFE Stock Holding History

Avantax Advisory Services’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
Q2 		$10.3M Buy
423,497
+54,086
+15% +$1.26M 0.06% 262
2025
Q1 		$9.36M Buy
369,411
+20,421
+6% +$534K 0.06% 263
2024
Q4 		$9.26M Buy
348,990
+17,054
+5% +$463K 0.06% 247
2024
Q3 		$9.61M Buy
331,936
+23,182
+8% +$676K 0.06% 224
2024
Q2 		$8.64M Buy
308,754
+16,673
+6% +$459K 0.06% 236
2024
Q1 		$8.11M Sell
292,081
-24,933
-8% -$692K 0.07% 214
2023
Q4 		$9.13M Buy
317,014
+18,900
+6% +$571K 0.09% 178
2023
Q3 		$9.89M Buy
298,114
+18,209
+7% +$644K 0.11% 144
2023
Q2 		$10.3M Buy
279,905
+3,003
+1% +$117K 0.12% 143
2023
Q1 		$11.3M Buy
276,902
+50,267
+22% +$2.17M 0.14% 121
2022
Q4 		$11.6M Sell
226,635
-51,019
-18% -$2.45M 0.15% 112
2022
Q3 		$12.2M Buy
277,654
+16,069
+6% +$781K 0.19% 88
2022
Q2 		$13.7M Buy
261,585
+15,932
+6% +$812K 0.21% 80
2022
Q1 		$12.7M Buy
245,653
+5,279
+2% +$274K 0.17% 91
2021
Q4 		$14.2M Buy
240,374
+8,584
+4% +$425K 0.21% 78
2021
Q3 		$9.97M Buy
231,790
+6,367
+3% +$282K 0.17% 98
2021
Q2 		$8.83M Buy
225,423
+13,676
+6% +$532K 0.16% 102
2021
Q1 		$7.66M Buy
211,747
+1,210
+0.6% +$43K 0.16% 106
2020
Q4 		$7.75M Sell
210,537
-214,002
-50% -$7.85M 0.18% 93
2020
Q3 		$14.8M Buy
424,539
+273,100
+180% +$9.57M 0.24% 77
2020
Q2 		$4.7M Buy
151,439
+1,109
+0.7% +$37.7K 0.14% 119
2020
Q1 		$4.66M Sell
150,330
-16,898
-10% -$576K 0.14% 107
2019
Q4 		$6.22M Buy
167,228
+32,903
+24% +$1.17M 0.14% 92
2019
Q3 		$4.58M Buy
134,325
+7,442
+6% +$271K 0.19% 67
2019
Q2 		$5.21M Buy
126,883
+14,089
+12% +$559K 0.23% 53
2019
Q1 		$4.54M Buy
112,794
+10,844
+11% +$434K 0.24% 52
2018
Q4 		$4.22M Buy
+101,950
New +$4.23M 0.71% 34

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Avantax Advisory Services's PFE Position: Q2 2025 in Review

Avantax Advisory Services increased its Pfizer (PFE) stake by 15% in Q2 2025, buying an estimated $1.26M and bringing the position to 423,497 shares worth $10.3M. The position accounts for 0.06% of the portfolio, ranked #262.

Avantax Advisory Services first reported a position in PFE in Q4 2018 and has held it in 27 quarters since. The position peaked at $14.8M in Q3 2020. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Avantax Advisory Services held 423,497 shares of Pfizer worth $10.3M as of Q2 2025.
  • Avantax Advisory Services bought 54,086 Pfizer shares in Q2 2025, an estimated $1.26M.
  • Pfizer made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #262 holding.
  • Avantax Advisory Services first reported a position in Pfizer in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Pfizer position peaked at $14.8M in Q3 2020.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.