Fortis Group Advisors’s Pfizer PFE Stock Holding History

Fortis Group 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	$1.51M	Buy	62,653 +59,167	+1,697%	+$1.55M	0.24%	102
2026 Q1	$97.9K	Hold	3,486	–	–	0.02%	284
2025 Q4	$86.8K	Hold	3,486	–	–	0.01%	285
2025 Q3	$88.8K	Hold	3,486	–	–	0.02%	240
2025 Q2	$84.5K	Hold	3,486	–	–	0.02%	230
2025 Q1	$88.3K	Hold	3,486	–	–	0.02%	199
2024 Q4	$92.5K	Hold	3,486	–	–	0.02%	197
2024 Q3	$101K	Hold	3,486	–	–	0.02%	187
2024 Q2	$97.5K	Hold	3,486	–	–	0.02%	187
2024 Q1	$96.7K	Sell	3,486 -3,486	-50%	-$96.7K	0.02%	205
2023 Q4	$201K	Buy	6,972 +3,486	+100%	+$105K	0.05%	125
2023 Q3	$116K	Buy	+3,486	New	+$123K	0.04%	122
2020 Q3	$467K	Buy	+13,445	New	+$471K	0.09%	108

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 Group Advisors's PFE Position: Q2 2026 in Review

Fortis Group Advisors increased its Pfizer (PFE) stake by 1,697% in Q2 2026, buying an estimated $1.55M and bringing the position to 62,653 shares worth $1.51M. The position accounts for 0.24% of the portfolio, ranked #102.

Fortis Group Advisors first reported a position in PFE in Q3 2020 and has held it in 13 quarters since. 2,824 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Fortis Group Advisors held 62,653 shares of Pfizer worth $1.51M as of Q2 2026.
Fortis Group Advisors bought 59,167 Pfizer shares in Q2 2026, an estimated $1.55M.
Pfizer made up 0.24% of Fortis Group Advisors's portfolio in Q2 2026, its #102 holding.
Fortis Group Advisors first reported a position in Pfizer in Q3 2020 and has held it in 13 quarters since.
2,824 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.