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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Claro Advisors's PFE Position: Q1 2026 in Review

Claro Advisors reduced its Pfizer (PFE) stake by 0.53% in Q1 2026, selling an estimated $6.71K and leaving 46,859 shares worth $1.32M. The position accounts for 0.16% of the portfolio, ranked #120.

Claro Advisors first reported a position in PFE in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.2M in Q1 2022. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Claro Advisors held 46,859 shares of Pfizer worth $1.32M as of Q1 2026.
  • Claro Advisors sold 252 Pfizer shares in Q1 2026, an estimated $6.71K.
  • Pfizer made up 0.16% of Claro Advisors's portfolio in Q1 2026, its #120 holding.
  • Claro Advisors first reported a position in Pfizer in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's Pfizer position peaked at $3.2M in Q1 2022.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.