Financial Engines Advisors
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Financial Engines Advisors’s Pfizer PFE Stock Holding History

Financial Engines 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 		$409K Sell
16,987
-2,740
-14% -$71.7K ﹤0.01% 445
2026
Q1 		$554K Buy
19,727
+3,522
+22% +$93.8K ﹤0.01% 378
2025
Q4 		$404K Sell
16,205
-3,949
-20% -$99.6K ﹤0.01% 425
2025
Q3 		$514K Buy
20,154
+4,585
+29% +$113K ﹤0.01% 391
2025
Q2 		$377K Buy
15,569
+3,765
+32% +$87.8K ﹤0.01% 410
2025
Q1 		$299K Sell
11,804
-2,679
-18% -$70.1K ﹤0.01% 375
2024
Q4 		$384K Buy
+14,483
New +$393K ﹤0.01% 351
2024
Q1 		– Sell
-13,594
Closed -$391K – 349
2023
Q4 		$391K Buy
13,594
+6,222
+84% +$188K ﹤0.01% 249
2023
Q3 		$245K Buy
+7,372
New +$261K ﹤0.01% 260
2023
Q2 		– Sell
-5,301
Closed -$216K – 299
2023
Q1 		$216K Sell
5,301
-909
-15% -$39.3K ﹤0.01% 270
2022
Q4 		$318K Sell
6,210
-3,585
-37% -$172K ﹤0.01% 245
2022
Q3 		$428K Buy
9,795
+1,811
+23% +$88K ﹤0.01% 211
2022
Q2 		$418K Buy
+7,984
New +$407K ﹤0.01% 218
2022
Q1 		– Sell
-5,040
Closed -$298K – 324
2021
Q4 		$298K Sell
5,040
-7,024
-58% -$348K ﹤0.01% 217
2021
Q3 		$518K Buy
12,064
+49
+0.4% +$2.17K ﹤0.01% 168
2021
Q2 		$471K Sell
12,015
-2,084
-15% -$81K ﹤0.01% 146
2021
Q1 		$511K Buy
14,099
+723
+5% +$25.7K ﹤0.01% 159
2020
Q4 		$492K Sell
13,376
-22,545
-63% -$827K ﹤0.01% 165
2020
Q3 		$1.25M Buy
35,921
+28,851
+408% +$1.01M 0.01% 97
2020
Q2 		$219K Buy
+7,070
New +$240K ﹤0.01% 190
2018
Q1 		– Sell
-375
Closed -$13K – 203
2017
Q4 		$13K Buy
+375
New +$12.8K ﹤0.01% 100
2013
Q3 		– Sell
-599
Closed -$16K – 58
2013
Q2 		$16K Buy
+599
New +$16.6K 0.01% 50

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

Financial Engines Advisors's PFE Position: Q2 2026 in Review

Financial Engines Advisors reduced its Pfizer (PFE) stake by 14% in Q2 2026, selling an estimated $71.7K and leaving 16,987 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Financial Engines Advisors first reported a position in PFE in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.25M in Q3 2020. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Financial Engines Advisors held 16,987 shares of Pfizer worth $409K as of Q2 2026.
  • Financial Engines Advisors sold 2,740 Pfizer shares in Q2 2026, an estimated $71.7K.
  • Pfizer made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #445 holding.
  • Financial Engines Advisors first reported a position in Pfizer in Q2 2013 and has held it in 22 quarters since.
  • Financial Engines Advisors's Pfizer position peaked at $1.25M in Q3 2020.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.