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Concurrent Investment Advisors’s Pfizer PFE Stock Holding History

Concurrent Investment 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
2025
Q4 		– Sell
-3,000
Closed -$76.4K – 1836
2025
Q3 		$76.4K Buy
+3,000
New +$74K ﹤0.01% 1434

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

Concurrent Investment Advisors's PFE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Pfizer (PFE) stake by 90% in Q2 2026, buying an estimated $11M and bringing the position to 891,770 shares worth $21.5M. The position accounts for 0.18% of the portfolio, ranked #114.

Concurrent Investment Advisors first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Concurrent Investment Advisors held 891,770 shares of Pfizer worth $21.5M as of Q2 2026.
  • Concurrent Investment Advisors bought 421,354 Pfizer shares in Q2 2026, an estimated $11M.
  • Pfizer made up 0.18% of Concurrent Investment Advisors's portfolio in Q2 2026, its #114 holding.
  • Concurrent Investment Advisors first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.