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Aviso Financial’s Pfizer PFE Stock Holding History

Aviso Financial’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 		$5.18K Buy
+215
New +$5.62K ﹤0.01% 248
2025
Q2 		– Sell
-128
Closed -$3.24K – 364
2025
Q1 		$3.24K Buy
+128
New +$3.35K ﹤0.01% 320
2024
Q4 		– Sell
-29,360
Closed -$850K – 383
2024
Q3 		$850K Buy
29,360
+2,030
+7% +$59.2K 0.04% 158
2024
Q2 		$765K Buy
+27,330
New +$752K 0.04% 162

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

Aviso Financial's PFE Position: Q2 2026 in Review

Aviso Financial opened a new position in Pfizer (PFE) in Q2 2026: 215 shares worth $5.18K. The stake represents ﹤0.01% of the portfolio and ranks #248 among its holdings. This is a return to the name: Aviso Financial previously reported a position in PFE as recently as Q1 2025.

Aviso Financial first reported a position in PFE in Q2 2024 and has held it in 4 quarters since. The position peaked at $850K in Q3 2024. 2,835 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Aviso Financial held 215 shares of Pfizer worth $5.18K as of Q2 2026.
  • Pfizer was a new Aviso Financial position in Q2 2026.
  • Pfizer made up ﹤0.01% of Aviso Financial's portfolio in Q2 2026, its #248 holding.
  • Aviso Financial first reported a position in Pfizer in Q2 2024 and has held it in 4 quarters since.
  • Aviso Financial's Pfizer position peaked at $850K in Q3 2024.
  • 2,835 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.