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Excelsior Advisor Network’s Pfizer PFE Stock Holding History

Excelsior Advisor Network’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 		$908K Buy
37,705
+23,817
+171% +$623K 0.12% 176
2026
Q1 		$390K Buy
13,888
+453
+3% +$12.1K 0.15% 134
2025
Q4 		$335K Buy
+13,435
New +$339K 0.16% 115

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 $3.37T AUM 44.26% 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

Excelsior Advisor Network's PFE Position: Q2 2026 in Review

Excelsior Advisor Network increased its Pfizer (PFE) stake by 171% in Q2 2026, buying an estimated $623K and bringing the position to 37,705 shares worth $908K. The position accounts for 0.12% of the portfolio, ranked #176.

Excelsior Advisor Network first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Excelsior Advisor Network held 37,705 shares of Pfizer worth $908K as of Q2 2026.
  • Excelsior Advisor Network bought 23,817 Pfizer shares in Q2 2026, an estimated $623K.
  • Pfizer made up 0.12% of Excelsior Advisor Network's portfolio in Q2 2026, its #176 holding.
  • Excelsior Advisor Network first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.