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Foundations Investment Advisors’s Pfizer PFE Stock Holding History

Foundations Investment 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 		$1.15M Buy
47,599
+1,869
+4% +$48.9K 0.01% 537
2026
Q1 		$1.28M Buy
45,730
+7,341
+19% +$195K 0.02% 462
2025
Q4 		$956K Sell
38,389
-839
-2% -$21.2K 0.01% 525
2025
Q3 		$1,000K Sell
39,228
-36,816
-48% -$909K 0.01% 468
2025
Q2 		$1.84M Buy
76,044
+1,081
+1% +$25.2K 0.03% 319
2025
Q1 		$1.9M Sell
74,963
-44,035
-37% -$1.15M 0.04% 301
2024
Q4 		$3.16M Buy
118,998
+36,145
+44% +$980K 0.06% 228
2024
Q3 		$2.4M Sell
82,853
-13,316
-14% -$388K 0.05% 246
2024
Q2 		$2.69M Buy
96,169
+1,937
+2% +$53.3K 0.07% 213
2024
Q1 		$2.61M Sell
94,232
-8,603
-8% -$239K 0.07% 210
2023
Q4 		$2.81M Sell
102,835
-114,120
-53% -$3.45M 0.08% 191
2023
Q3 		$7.2M Buy
216,955
+63,138
+41% +$2.23M 0.22% 86
2023
Q2 		$5.64M Buy
153,817
+39,750
+35% +$1.55M 0.19% 85
2023
Q1 		$4.65M Buy
114,067
+41,603
+57% +$1.8M 0.17% 89
2022
Q4 		$3.71M Buy
72,464
+39,719
+121% +$1.9M 0.15% 77
2022
Q3 		$1.43M Sell
32,745
-5,317
-14% -$258K 0.06% 123
2022
Q2 		$2.01M Buy
38,062
+1,837
+5% +$93.6K 0.08% 97
2022
Q1 		$1.92M Buy
36,225
+7,074
+24% +$367K 0.07% 96
2021
Q4 		$1.65M Buy
29,151
+17,366
+147% +$860K 0.06% 96
2021
Q3 		$499K Buy
11,785
+766
+7% +$33.9K 0.02% 183
2021
Q2 		$436K Buy
11,019
+881
+9% +$34.3K 0.02% 181
2021
Q1 		$364K Buy
10,138
+3,508
+53% +$125K 0.02% 163
2020
Q4 		$246K Sell
6,630
-3,450
-34% -$127K 0.02% 161
2020
Q3 		$348K Buy
+10,080
New +$353K 0.08% 128

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

Foundations Investment Advisors's PFE Position: Q2 2026 in Review

Foundations Investment Advisors increased its Pfizer (PFE) stake by 4.1% in Q2 2026, buying an estimated $48.9K and bringing the position to 47,599 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #537.

Foundations Investment Advisors first reported a position in PFE in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.2M in Q3 2023. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Foundations Investment Advisors held 47,599 shares of Pfizer worth $1.15M as of Q2 2026.
  • Foundations Investment Advisors bought 1,869 Pfizer shares in Q2 2026, an estimated $48.9K.
  • Pfizer made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #537 holding.
  • Foundations Investment Advisors first reported a position in Pfizer in Q3 2020 and has held it in 24 quarters since.
  • Foundations Investment Advisors's Pfizer position peaked at $7.2M in Q3 2023.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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