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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 $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

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.