CoreCap Advisors’s Pfizer PFE Stock Holding History

CoreCap 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	$2.07M	Buy	85,905 +4,584	+6%	+$120K	0.06%	250
2026 Q1	$2.28M	Sell	81,321 -7,203	-8%	-$192K	0.08%	216
2025 Q4	$2.2M	Buy	88,524 +10,870	+14%	+$274K	0.08%	228
2025 Q3	$1.98M	Sell	77,654 -3,078	-4%	-$76K	0.07%	235
2025 Q2	$1.96M	Sell	80,732 -4,370	-5%	-$102K	0.08%	219
2025 Q1	$2.16M	Buy	85,102 +662	+0.8%	+$17.3K	0.09%	199
2024 Q4	$2.24M	Buy	84,440 +11,650	+16%	+$316K	0.1%	199
2024 Q3	$2.11M	Buy	+72,790	New	+$2.12M	0.1%	210
2024 Q2	–	Sell	-65,143	Closed	-$1.81M	–	2313
2024 Q1	$1.81M	Buy	65,143 +16,135	+33%	+$448K	0.1%	207
2023 Q4	$1.41M	Sell	49,008 -1,704	-3%	-$51.5K	0.09%	208
2023 Q3	$1.68M	Buy	50,712 +2,396	+5%	+$84.7K	0.12%	164
2023 Q2	$1.77M	Buy	+48,316	New	+$1.88M	0.13%	163
2022 Q4	$3.36M	Buy	65,655 +23,136	+54%	+$1.11M	0.24%	74
2022 Q3	$1.86M	Sell	42,519 -13,987	-25%	-$680K	0.16%	116
2022 Q2	$2.96M	Buy	56,506 +14,773	+35%	+$753K	0.23%	77
2022 Q1	$2.16M	Sell	41,733 -13,595	-25%	-$705K	0.15%	112
2021 Q4	$3.27M	Buy	+55,328	New	+$2.74M	0.22%	88

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

CoreCap Advisors's PFE Position: Q2 2026 in Review

CoreCap Advisors increased its Pfizer (PFE) stake by 5.6% in Q2 2026, buying an estimated $120K and bringing the position to 85,905 shares worth $2.07M. The position accounts for 0.06% of the portfolio, ranked #250.

CoreCap Advisors first reported a position in PFE in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.36M in Q4 2022. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

CoreCap Advisors held 85,905 shares of Pfizer worth $2.07M as of Q2 2026.
CoreCap Advisors bought 4,584 Pfizer shares in Q2 2026, an estimated $120K.
Pfizer made up 0.06% of CoreCap Advisors's portfolio in Q2 2026, its #250 holding.
CoreCap Advisors first reported a position in Pfizer in Q4 2021 and has held it in 17 quarters since.
CoreCap Advisors's Pfizer position peaked at $3.36M in Q4 2022.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.