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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Aviso Wealth Management's PFE Position: Q1 2026 in Review

Aviso Wealth Management reduced its Pfizer (PFE) stake by 4% in Q1 2026, selling an estimated $36.3K and leaving 32,740 shares worth $919K. The position accounts for 0.41% of the portfolio, ranked #53.

Aviso Wealth Management first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.4M in Q3 2024. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Aviso Wealth Management held 32,740 shares of Pfizer worth $919K as of Q1 2026.
Aviso Wealth Management sold 1,364 Pfizer shares in Q1 2026, an estimated $36.3K.
Pfizer made up 0.41% of Aviso Wealth Management's portfolio in Q1 2026, its #53 holding.
Aviso Wealth Management first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Pfizer position peaked at $2.4M in Q3 2024.
2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.