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Beacon Pointe Advisors’s Pfizer PFE Stock Holding History

Beacon Pointe Advisors’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 		$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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Beacon Pointe Advisors's PFE Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Pfizer (PFE) stake by 22% in Q1 2026, buying an estimated $5.69M and bringing the position to 1,174,349 shares worth $33M. The position accounts for 0.17% of the portfolio, ranked #126.

Beacon Pointe Advisors first reported a position in PFE in Q4 2018 and has held it in 30 quarters since. The position peaked at $44.8M in Q3 2023. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Beacon Pointe Advisors held 1,174,349 shares of Pfizer worth $33M as of Q1 2026.
  • Beacon Pointe Advisors bought 213,796 Pfizer shares in Q1 2026, an estimated $5.69M.
  • Pfizer made up 0.17% of Beacon Pointe Advisors's portfolio in Q1 2026, its #126 holding.
  • Beacon Pointe Advisors first reported a position in Pfizer in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's Pfizer position peaked at $44.8M in Q3 2023.
  • 2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.