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Catherine Avery Investment Management’s Pfizer PFE Stock Holding History

Catherine Avery Investment Management’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 		$5.49M Buy
227,951
+22,131
+11% +$579K 2.4% 27
2026
Q1 		$5.78M Buy
205,820
+53,343
+35% +$1.42M 2.59% 21
2025
Q4 		$3.8M Buy
152,477
+5,243
+4% +$132K 2.27% 28
2025
Q3 		$3.75M Buy
147,234
+29,439
+25% +$727K 2.42% 25
2025
Q2 		$2.86M Buy
117,795
+2,875
+3% +$67K 2.17% 29
2025
Q1 		$2.91M Sell
114,920
-7,558
-6% -$198K 2.61% 19
2024
Q4 		$3.25M Buy
+122,478
New +$3.32M 2.87% 11

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

Catherine Avery Investment Management's PFE Position: Q2 2026 in Review

Catherine Avery Investment Management increased its Pfizer (PFE) stake by 11% in Q2 2026, buying an estimated $579K and bringing the position to 227,951 shares worth $5.49M. The position accounts for 2.4% of the portfolio, ranked #27.

Catherine Avery Investment Management first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.78M in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Catherine Avery Investment Management held 227,951 shares of Pfizer worth $5.49M as of Q2 2026.
  • Catherine Avery Investment Management bought 22,131 Pfizer shares in Q2 2026, an estimated $579K.
  • Pfizer made up 2.4% of Catherine Avery Investment Management's portfolio in Q2 2026, its #27 holding.
  • Catherine Avery Investment Management first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Pfizer position peaked at $5.78M in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.