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Aventura Private Wealth’s Pfizer PFE Stock Holding History

Aventura Private Wealth’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 		$350K Sell
14,517
-392
-3% -$10.3K 0.11% 127
2026
Q1 		$419K Sell
14,909
-451
-3% -$12K 0.15% 106
2025
Q4 		$382K Buy
15,360
+781
+5% +$19.7K 0.14% 111
2025
Q3 		$371K Buy
14,579
+2,338
+19% +$57.7K 0.14% 108
2025
Q2 		$297K Buy
12,241
+46
+0.4% +$1.07K 0.13% 119
2025
Q1 		$309K Buy
12,195
+100
+0.8% +$2.62K 0.16% 114
2024
Q4 		$321K Buy
+12,095
New +$328K 0.17% 104

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

Aventura Private Wealth's PFE Position: Q2 2026 in Review

Aventura Private Wealth reduced its Pfizer (PFE) stake by 2.6% in Q2 2026, selling an estimated $10.3K and leaving 14,517 shares worth $350K. The position accounts for 0.11% of the portfolio, ranked #127.

Aventura Private Wealth first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $419K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Aventura Private Wealth held 14,517 shares of Pfizer worth $350K as of Q2 2026.
  • Aventura Private Wealth sold 392 Pfizer shares in Q2 2026, an estimated $10.3K.
  • Pfizer made up 0.11% of Aventura Private Wealth's portfolio in Q2 2026, its #127 holding.
  • Aventura Private Wealth first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Pfizer position peaked at $419K in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.