Claris Advisors’s Pfizer PFE Stock Holding History

Claris 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	$455K	Buy	18,880 +6	+0%	+$157	0.12%	47
2026 Q1	$530K	Hold	18,874	–	–	0.16%	42
2025 Q4	$470K	Sell	18,874 -5,923	-24%	-$149K	0.14%	46
2025 Q3	$601K	Hold	24,797	–	–	0.21%	37
2025 Q2	$601K	Sell	24,797 -871	-3%	-$20.3K	0.21%	37
2025 Q1	$650K	Buy	25,668 +14,647	+133%	+$383K	0.24%	37
2024 Q4	$292K	Buy	11,021 +2,521	+30%	+$68.4K	0.11%	58
2024 Q3	$246K	Buy	+8,500	New	+$248K	0.11%	54
2024 Q1	–	Sell	-7,089	Closed	-$204K	–	57
2023 Q4	$204K	Hold	7,089	–	–	0.11%	53
2023 Q3	$235K	Hold	7,089	–	–	0.15%	40
2023 Q2	$260K	Sell	7,089 -90	-1%	-$3.5K	0.18%	39
2023 Q1	$293K	Sell	7,179 -218	-3%	-$9.42K	0.22%	32
2022 Q4	$379K	Buy	7,397 +135	+2%	+$6.47K	0.36%	29
2022 Q3	$318K	Sell	7,262 -324	-4%	-$15.7K	0.37%	23
2022 Q2	$398K	Buy	7,586 +391	+5%	+$19.9K	0.43%	18
2022 Q1	$372K	Sell	7,195 -1,897	-21%	-$98.4K	0.4%	26
2021 Q4	$537K	Buy	+9,092	New	+$450K	0.57%	13

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Claris Advisors's PFE Position: Q2 2026 in Review

Claris Advisors increased its Pfizer (PFE) stake by 0.03% in Q2 2026, buying an estimated $157 and bringing the position to 18,880 shares worth $455K. The position accounts for 0.12% of the portfolio, ranked #47.

Claris Advisors first reported a position in PFE in Q4 2021 and has held it in 17 quarters since. The position peaked at $650K in Q1 2025. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Claris Advisors held 18,880 shares of Pfizer worth $455K as of Q2 2026.
Claris Advisors bought 6 Pfizer shares in Q2 2026, an estimated $157.
Pfizer made up 0.12% of Claris Advisors's portfolio in Q2 2026, its #47 holding.
Claris Advisors first reported a position in Pfizer in Q4 2021 and has held it in 17 quarters since.
Claris Advisors's Pfizer position peaked at $650K in Q1 2025.
2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.