Fortis Capital Advisors’s Pfizer PFE Stock Holding History

Fortis 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	$518K	Sell	21,511 -669	-3%	-$17.5K	0.06%	241
2026 Q1	$623K	Buy	+22,180	New	+$591K	0.08%	205
2023 Q2	–	Sell	-2,078	Closed	-$84.8K	–	470
2023 Q1	$84.8K	Sell	2,078 -743	-26%	-$32.1K	0.05%	214
2022 Q4	$145K	Buy	+2,821	New	+$135K	0.09%	151

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

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

Fortis Capital Advisors reduced its Pfizer (PFE) stake by 3% in Q2 2026, selling an estimated $17.5K and leaving 21,511 shares worth $518K. The position accounts for 0.06% of the portfolio, ranked #241.

Fortis Capital Advisors first reported a position in PFE in Q4 2022 and has held it in 4 quarters since. The position peaked at $623K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Fortis Capital Advisors held 21,511 shares of Pfizer worth $518K as of Q2 2026.
Fortis Capital Advisors sold 669 Pfizer shares in Q2 2026, an estimated $17.5K.
Pfizer made up 0.06% of Fortis Capital Advisors's portfolio in Q2 2026, its #241 holding.
Fortis Capital Advisors first reported a position in Pfizer in Q4 2022 and has held it in 4 quarters since.
Fortis Capital Advisors's Pfizer position peaked at $623K in Q1 2026.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.