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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
2024
Q3 		– Sell
-200
Closed -$5.6K – 1289
2024
Q2 		$5.6K Buy
+200
New +$5.51K ﹤0.01% 1265
2024
Q1 		– Sell
-100
Closed -$2.88K – 1397
2023
Q4 		$2.88K Hold
100
– – ﹤0.01% 1316
2023
Q3 		$3.32K Buy
+100
New +$3.54K ﹤0.01% 1330

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. 2,936 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.
  • 2,936 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.