Diversify Advisory Services’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.9M Buy
117,466
+75,086
+177% +$1.96M 0.05% 304
2026
Q1
$1.11M Sell
42,380
-49,952
-54% -$1.33M 0.17% 61
2025
Q4
$2.37M Sell
92,332
-910
-1% -$22.9K 0.08% 202
2025
Q3
$2.3M Buy
93,242
+4,876
+6% +$120K 0.08% 192
2025
Q2
$2.18M Buy
88,366
+33,071
+60% +$771K 0.08% 176
2025
Q1
$1.32M Buy
55,295
+1,185
+2% +$31K 0.08% 172
2024
Q4
$1.45M Sell
54,110
-352,076
-87% -$9.55M 0.08% 175
2024
Q3
$11.7M Buy
406,186
+14,457
+4% +$422K 0.63% 24
2024
Q2
$10.9M Buy
391,729
+147,140
+60% +$4.05M 0.6% 28
2024
Q1
$6.78M Buy
+244,589
New +$6.79M 0.4% 53

Other funds holding PFE

Diversify Advisory Services's PFE Position: Q2 2026 in Review

Diversify Advisory Services increased its Pfizer (PFE) stake by 177% in Q2 2026, buying an estimated $1.96M and bringing the position to 117,466 shares worth $2.9M. The position accounts for 0.05% of the portfolio, ranked #304.

Diversify Advisory Services first reported a position in PFE in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.7M in Q3 2024. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Diversify Advisory Services held 117,466 shares of Pfizer worth $2.9M as of Q2 2026.
  • Diversify Advisory Services bought 75,086 Pfizer shares in Q2 2026, an estimated $1.96M.
  • Pfizer made up 0.05% of Diversify Advisory Services's portfolio in Q2 2026, its #304 holding.
  • Diversify Advisory Services first reported a position in Pfizer in Q1 2024 and has held it in 10 quarters since.
  • Diversify Advisory Services's Pfizer position peaked at $11.7M in Q3 2024.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.