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Aviso Wealth Management’s Pfizer PFE Stock Holding History

Aviso Wealth Management’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 		$717K Sell
29,775
-2,965
-9% -$77.6K 0.24% 75
2026
Q1 		$919K Sell
32,740
-1,364
-4% -$36.3K 0.41% 53
2025
Q4 		$849K Sell
34,104
-4,211
-11% -$106K 0.36% 65
2025
Q3 		$976K Sell
38,315
-4,369
-10% -$108K 0.43% 58
2025
Q2 		$1.03M Sell
42,684
-7,585
-15% -$177K 0.48% 54
2025
Q1 		$1.27M Sell
50,269
-24,757
-33% -$648K 0.68% 43
2024
Q4 		$1.99M Sell
75,026
-7,737
-9% -$210K 1.02% 20
2024
Q3 		$2.4M Buy
82,763
+1,915
+2% +$55.9K 1.3% 11
2024
Q2 		$2.26M Buy
80,848
+573
+0.7% +$15.8K 1.34% 13
2024
Q1 		$2.23M Buy
80,275
+34,115
+74% +$947K 1.4% 14
2023
Q4 		$1.33M Buy
+46,160
New +$1.4M 0.96% 24

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 Wealth Management's PFE Position: Q2 2026 in Review

Aviso Wealth Management reduced its Pfizer (PFE) stake by 9.1% in Q2 2026, selling an estimated $77.6K and leaving 29,775 shares worth $717K. The position accounts for 0.24% of the portfolio, ranked #75.

Aviso Wealth Management first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.4M in Q3 2024. 2,835 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Aviso Wealth Management held 29,775 shares of Pfizer worth $717K as of Q2 2026.
  • Aviso Wealth Management sold 2,965 Pfizer shares in Q2 2026, an estimated $77.6K.
  • Pfizer made up 0.24% of Aviso Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Aviso Wealth Management first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Pfizer position peaked at $2.4M in Q3 2024.
  • 2,835 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.