Claro Advisors’s Pfizer PFE Stock Holding History

Claro 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
2019 Q1	–	Sell	-1,054	Closed	-$1K	–	721
2018 Q4	$1K	Buy	+1,054	New	+$43.8K	﹤0.01%	1046

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

Claro Advisors's PFE Position: Q2 2026 in Review

Claro Advisors increased its Pfizer (PFE) stake by 0.3% in Q2 2026, buying an estimated $3.69K and bringing the position to 47,000 shares worth $1.13M. The position accounts for 0.12% of the portfolio, ranked #150.

Claro Advisors first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.2M in Q1 2022. 2,829 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Claro Advisors held 47,000 shares of Pfizer worth $1.13M as of Q2 2026.
Claro Advisors bought 141 Pfizer shares in Q2 2026, an estimated $3.69K.
Pfizer made up 0.12% of Claro Advisors's portfolio in Q2 2026, its #150 holding.
Claro Advisors first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
Claro Advisors's Pfizer position peaked at $3.2M in Q1 2022.
2,829 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.