Emerald Investment Advisers’s Pfizer PFE Stock Holding History

Emerald Investment Advisers’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	$4.79M	Sell	198,881 -15,776	-7%	-$413K	0.32%	104
2026 Q1	$6.03M	Buy	+214,657	New	+$5.71M	0.54%	56

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

Emerald Investment Advisers's PFE Position: Q2 2026 in Review

Emerald Investment Advisers reduced its Pfizer (PFE) stake by 7.3% in Q2 2026, selling an estimated $413K and leaving 198,881 shares worth $4.79M. The position accounts for 0.32% of the portfolio, ranked #104.

Emerald Investment Advisers first reported a position in PFE in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.03M in Q1 2026. 2,817 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Emerald Investment Advisers held 198,881 shares of Pfizer worth $4.79M as of Q2 2026.
Emerald Investment Advisers sold 15,776 Pfizer shares in Q2 2026, an estimated $413K.
Pfizer made up 0.32% of Emerald Investment Advisers's portfolio in Q2 2026, its #104 holding.
Emerald Investment Advisers first reported a position in Pfizer in Q1 2026 and has held it in 2 quarters since.
Emerald Investment Advisers's Pfizer position peaked at $6.03M in Q1 2026.
2,817 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Emerald Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.