Beacon Pointe Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $28M | Sell |
1,161,607
-12,742
| -1% | -$333K | 0.13% | 165 |
|
|
2026
Q1 | $33M | Buy |
1,174,349
+213,796
| +22% | +$5.69M | 0.17% | 126 |
|
|
2025
Q4 | $23.9M | Buy |
960,553
+8,325
| +0.9% | +$210K | 0.17% | 133 |
|
|
2025
Q3 | $24.3M | Buy |
952,228
+42,845
| +5% | +$1.06M | 0.21% | 107 |
|
|
2025
Q2 | $22M | Sell |
909,383
-607,423
| -40% | -$14.2M | 0.23% | 103 |
|
|
2025
Q1 | $38.4M | Buy |
1,516,806
+555,512
| +58% | +$14.5M | 0.43% | 44 |
|
|
2024
Q4 | $25.5M | Sell |
961,294
-570,297
| -37% | -$15.5M | 0.28% | 78 |
|
|
2024
Q3 | $44.3M | Buy |
1,531,591
+13,542
| +0.9% | +$395K | 0.51% | 43 |
|
|
2024
Q2 | $42.5M | Buy |
1,518,049
+102,553
| +7% | +$2.82M | 0.5% | 42 |
|
|
2024
Q1 | $39.3M | Buy |
1,415,496
+398,448
| +39% | +$11.1M | 0.44% | 43 |
|
|
2023
Q4 | $29.3M | Sell |
1,017,048
-333,581
| -25% | -$10.1M | 0.35% | 57 |
|
|
2023
Q3 | $44.8M | Buy |
1,350,629
+863,869
| +177% | +$30.5M | 0.56% | 38 |
|
|
2023
Q2 | $17.9M | Buy |
486,760
+17,523
| +4% | +$682K | 0.29% | 81 |
|
|
2023
Q1 | $19.1M | Buy |
469,237
+2,769
| +0.6% | +$120K | 0.33% | 78 |
|
|
2022
Q4 | $23.9M | Buy |
466,468
+26,938
| +6% | +$1.29M | 0.46% | 50 |
|
|
2022
Q3 | $19.2M | Buy |
439,530
+18,626
| +4% | +$905K | 0.43% | 56 |
|
|
2022
Q2 | $22.1M | Sell |
420,904
-118,347
| -22% | -$6.03M | 0.47% | 46 |
|
|
2022
Q1 | $27.9M | Buy |
539,251
+270,734
| +101% | +$14M | 0.38% | 61 |
|
|
2021
Q4 | $15.9M | Sell |
268,517
-4,287
| -2% | -$212K | 0.41% | 56 |
|
|
2021
Q3 | $11.7M | Buy |
272,804
+86,010
| +46% | +$3.81M | 0.29% | 93 |
|
|
2021
Q2 | $7.32M | Buy |
186,794
+96,411
| +107% | +$3.75M | 0.26% | 96 |
|
|
2021
Q1 | $3.27M | Sell |
90,383
-3,029
| -3% | -$108K | 0.2% | 96 |
|
|
2020
Q4 | $3.44M | Buy |
93,412
+13,729
| +17% | +$504K | 0.24% | 90 |
|
|
2020
Q3 | $2.77M | Sell |
79,683
-5,075
| -6% | -$178K | 0.27% | 82 |
|
|
2020
Q2 | $2.63M | Buy |
84,758
+13,969
| +20% | +$475K | 0.26% | 88 |
|
|
2020
Q1 | $2.2M | Buy |
70,789
+42,507
| +150% | +$1.45M | 0.35% | 63 |
|
|
2019
Q4 | $1.05M | Buy |
28,282
+4,285
| +18% | +$153K | 0.33% | 65 |
|
|
2019
Q3 | $819K | Sell |
23,997
-4,729
| -16% | -$172K | 0.35% | 66 |
|
|
2019
Q2 | $1.18M | Sell |
28,726
-956
| -3% | -$38K | 0.43% | 63 |
|
|
2019
Q1 | $1.2M | Buy |
29,682
+2,700
| +10% | +$108K | 0.45% | 61 |
|
|
2018
Q4 | $1.12M | Buy |
+26,982
| New | +$1.12M | 0.68% | 39 |
|
Other funds holding PFE
Beacon Pointe Advisors's PFE Position: Q2 2026 in Review
Beacon Pointe Advisors reduced its Pfizer (PFE) stake by 1.1% in Q2 2026, selling an estimated $333K and leaving 1,161,607 shares worth $28M. The position accounts for 0.13% of the portfolio, ranked #165.
Beacon Pointe Advisors first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $44.8M in Q3 2023. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Beacon Pointe Advisors held 1,161,607 shares of Pfizer worth $28M as of Q2 2026.
- Beacon Pointe Advisors sold 12,742 Pfizer shares in Q2 2026, an estimated $333K.
- Pfizer made up 0.13% of Beacon Pointe Advisors's portfolio in Q2 2026, its #165 holding.
- Beacon Pointe Advisors first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
- Beacon Pointe Advisors's Pfizer position peaked at $44.8M in Q3 2023.
- 2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.