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Cahill Financial Advisors’s Pfizer PFE Stock Holding History

Cahill Financial 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 		$325K Sell
13,493
-295
-2% -$7.72K 0.03% 243
2026
Q1 		$387K Sell
13,788
-95
-0.7% -$2.53K 0.04% 206
2025
Q4 		$346K Sell
13,883
-8,401
-38% -$212K 0.04% 220
2025
Q3 		$568K Buy
22,284
+517
+2% +$12.8K 0.06% 164
2025
Q2 		$528K Buy
21,767
+4,087
+23% +$95.3K 0.07% 162
2025
Q1 		$448K Buy
17,680
+2,396
+16% +$62.7K 0.06% 176
2024
Q4 		$405K Buy
15,284
+5,756
+60% +$156K 0.06% 182
2024
Q3 		$276K Buy
9,528
+162
+2% +$4.73K 0.04% 222
2024
Q2 		$262K Sell
9,366
-259
-3% -$7.13K 0.04% 231
2024
Q1 		$267K Buy
9,625
+1,101
+13% +$30.6K 0.04% 229
2023
Q4 		$245K Sell
8,524
-1,109
-12% -$33.5K 0.04% 219
2023
Q3 		$320K Buy
9,633
+1,920
+25% +$67.9K 0.05% 186
2023
Q2 		$283K Buy
7,713
+325
+4% +$12.7K 0.05% 201
2023
Q1 		$301K Buy
7,388
+2,235
+43% +$96.5K 0.05% 195
2022
Q4 		$264K Buy
+5,153
New +$247K 0.05% 198
2021
Q4 		– Sell
-1,349
Closed -$58K – 600
2021
Q3 		$58K Buy
+1,349
New +$59.8K 0.01% 323

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 $3.38T AUM 44.17% 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

Cahill Financial Advisors's PFE Position: Q2 2026 in Review

Cahill Financial Advisors reduced its Pfizer (PFE) stake by 2.1% in Q2 2026, selling an estimated $7.72K and leaving 13,493 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #243.

Cahill Financial Advisors first reported a position in PFE in Q3 2021 and has held it in 16 quarters since. The position peaked at $568K in Q3 2025. 2,839 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Cahill Financial Advisors held 13,493 shares of Pfizer worth $325K as of Q2 2026.
  • Cahill Financial Advisors sold 295 Pfizer shares in Q2 2026, an estimated $7.72K.
  • Pfizer made up 0.03% of Cahill Financial Advisors's portfolio in Q2 2026, its #243 holding.
  • Cahill Financial Advisors first reported a position in Pfizer in Q3 2021 and has held it in 16 quarters since.
  • Cahill Financial Advisors's Pfizer position peaked at $568K in Q3 2025.
  • 2,839 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.