Elevated Capital Advisors’s Pfizer PFE Stock Holding History

Elevated Capital 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	$510K	Sell	21,185 -24,066	-53%	-$630K	0.14%	127
2026 Q1	$1.27M	Buy	45,251 +20,858	+86%	+$555K	0.32%	75
2025 Q4	$607K	Buy	24,393 +458	+2%	+$11.6K	0.14%	176
2025 Q3	$610K	Sell	23,935 -486	-2%	-$12K	0.15%	174
2025 Q2	$619K	Hold	24,421	–	–	0.17%	166
2025 Q1	$619K	Buy	24,421 +869	+4%	+$22.7K	0.17%	166
2024 Q4	$625K	Buy	23,552 +354	+2%	+$9.6K	0.17%	168
2024 Q3	$671K	Buy	23,198 +1,460	+7%	+$42.6K	0.18%	179
2024 Q2	$608K	Buy	+21,738	New	+$598K	0.17%	162

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

Elevated Capital Advisors's PFE Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Pfizer (PFE) stake by 53% in Q2 2026, selling an estimated $630K and leaving 21,185 shares worth $510K. The position accounts for 0.14% of the portfolio, ranked #127.

Elevated Capital Advisors first reported a position in PFE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.27M in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Elevated Capital Advisors held 21,185 shares of Pfizer worth $510K as of Q2 2026.
Elevated Capital Advisors sold 24,066 Pfizer shares in Q2 2026, an estimated $630K.
Pfizer made up 0.14% of Elevated Capital Advisors's portfolio in Q2 2026, its #127 holding.
Elevated Capital Advisors first reported a position in Pfizer in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's Pfizer position peaked at $1.27M in Q1 2026.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.