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Bell Investment Advisors’s Pfizer PFE Stock Holding History

Bell Investment 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
Q2 		$112K Sell
4,641
-176
-4% -$4.6K 0.02% 174
2026
Q1 		$135K Buy
4,817
+782
+19% +$20.8K 0.02% 146
2025
Q4 		$100K Buy
4,035
+668
+20% +$16.8K 0.02% 171
2025
Q3 		$85.8K Sell
3,367
-1,284
-28% -$31.7K 0.01% 176
2025
Q2 		$113K Buy
4,651
+823
+21% +$19.2K 0.02% 149
2025
Q1 		$97K Buy
3,828
+681
+22% +$17.8K 0.02% 147
2024
Q4 		$83.5K Sell
3,147
-1,135
-27% -$30.8K 0.02% 161
2024
Q3 		$124K Sell
4,282
-1,347
-24% -$39.3K 0.02% 129
2024
Q2 		$158K Buy
5,629
+137
+2% +$3.77K 0.03% 112
2024
Q1 		$152K Sell
5,492
-466
-8% -$12.9K 0.03% 113
2023
Q4 		$172K Buy
5,958
+497
+9% +$15K 0.04% 102
2023
Q3 		$181K Buy
5,461
+3,038
+125% +$107K 0.04% 92
2023
Q2 		$88.9K Buy
2,423
+254
+12% +$9.89K 0.02% 123
2023
Q1 		$88.5K Sell
2,169
-788
-27% -$34K 0.02% 109
2022
Q4 		$152K Buy
2,957
+959
+48% +$46K 0.04% 89
2022
Q3 		$87K Buy
1,998
+208
+12% +$10.1K 0.03% 85
2022
Q2 		$94K Buy
+1,790
New +$91.2K 0.03% 93
2021
Q4 		$99K Buy
1,683
+183
+12% +$9.07K 0.03% 103
2021
Q3 		$65K Buy
+1,500
New +$66.5K 0.02% 118

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

Bell Investment Advisors's PFE Position: Q2 2026 in Review

Bell Investment Advisors reduced its Pfizer (PFE) stake by 3.7% in Q2 2026, selling an estimated $4.6K and leaving 4,641 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #174.

Bell Investment Advisors first reported a position in PFE in Q3 2021 and has held it in 19 quarters since. The position peaked at $181K in Q3 2023. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Bell Investment Advisors held 4,641 shares of Pfizer worth $112K as of Q2 2026.
  • Bell Investment Advisors sold 176 Pfizer shares in Q2 2026, an estimated $4.6K.
  • Pfizer made up 0.02% of Bell Investment Advisors's portfolio in Q2 2026, its #174 holding.
  • Bell Investment Advisors first reported a position in Pfizer in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Pfizer position peaked at $181K in Q3 2023.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.