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Fiduciary Alliance’s Pfizer PFE Stock Holding History

Fiduciary Alliance’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 		$10.2M Buy
422,829
+56,547
+15% +$1.48M 0.69% 28
2026
Q1 		$9.96M Buy
366,282
+197,867
+117% +$5.27M 0.6% 44
2025
Q4 		$4.19M Buy
168,415
+23,152
+16% +$584K 0.27% 86
2025
Q3 		$3.7M Buy
145,263
+46,043
+46% +$1.14M 0.25% 94
2025
Q2 		$2.41M Buy
99,220
+89,635
+935% +$2.09M 0.18% 125
2025
Q1 		$243K Sell
9,585
-218
-2% -$5.7K 0.02% 346
2024
Q4 		$260K Buy
9,803
+1,319
+16% +$35.8K 0.03% 308
2024
Q3 		$246K Buy
8,484
+1,140
+16% +$33.3K 0.03% 223
2024
Q2 		$204K Buy
+7,344
New +$202K 0.03% 202
2023
Q4 		– Sell
-6,261
Closed -$208K – 190
2023
Q3 		$208K Buy
6,261
+2,772
+79% +$98K 0.05% 155
2023
Q2 		$128K Buy
+3,489
New +$136K 0.03% 185
2023
Q1 		– Sell
-2,034
Closed -$104K – 644
2022
Q4 		$104K Buy
+2,034
New +$97.5K 0.03% 160

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

Fiduciary Alliance's PFE Position: Q2 2026 in Review

Fiduciary Alliance increased its Pfizer (PFE) stake by 15% in Q2 2026, buying an estimated $1.48M and bringing the position to 422,829 shares worth $10.2M. The position accounts for 0.69% of the portfolio, ranked #28.

Fiduciary Alliance first reported a position in PFE in Q4 2022 and has held it in 12 quarters since. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Fiduciary Alliance held 422,829 shares of Pfizer worth $10.2M as of Q2 2026.
  • Fiduciary Alliance bought 56,547 Pfizer shares in Q2 2026, an estimated $1.48M.
  • Pfizer made up 0.69% of Fiduciary Alliance's portfolio in Q2 2026, its #28 holding.
  • Fiduciary Alliance first reported a position in Pfizer in Q4 2022 and has held it in 12 quarters since.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.