Caerus Investment Advisors’s Pfizer PFE Stock Holding History

Caerus 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 Q1	–	Sell	-14,675	Closed	-$365K	–	355
2025 Q4	$365K	Buy	+14,675	New	+$370K	0.12%	188

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Caerus Investment Advisors's PFE Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Pfizer (PFE) in Q1 2026, closing a stake of 14,675 shares — an estimated $365K sold.

Caerus Investment Advisors first reported a position in PFE in Q4 2025 and held it in 1 quarter. The position peaked at $365K in Q4 2025. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Caerus Investment Advisors reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
Caerus Investment Advisors sold 14,675 Pfizer shares in Q1 2026, an estimated $365K.
Caerus Investment Advisors first reported a position in Pfizer in Q4 2025 and held it in 1 quarter.
Caerus Investment Advisors's Pfizer position peaked at $365K in Q4 2025.
2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.