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Gallagher Capital Advisors’s Pfizer PFE Stock Holding History

Gallagher 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 		$3.4M Buy
141,242
+1,495
+1% +$39.1K 1.94% 18
2026
Q1 		$3.92M Buy
139,747
+1,069
+0.8% +$28.5K 2.64% 13
2025
Q4 		$3.45M Sell
138,678
-8,569
-6% -$216K 2.23% 15
2025
Q3 		$3.62M Buy
147,247
+1,119
+0.8% +$27.6K 2.09% 15
2025
Q2 		$3.54M Sell
146,128
-3,257
-2% -$76K 2.86% 12
2025
Q1 		$3.79M Sell
149,385
-3,228
-2% -$84.5K 2.88% 11
2024
Q4 		$4.05M Buy
+152,613
New +$4.14M 2.95% 11

Other funds holding PFE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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

Gallagher Capital Advisors increased its Pfizer (PFE) stake by 1.1% in Q2 2026, buying an estimated $39.1K and bringing the position to 141,242 shares worth $3.4M. The position accounts for 1.94% of the portfolio, ranked #18.

Gallagher Capital Advisors first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.05M in Q4 2024. 1,540 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Gallagher Capital Advisors held 141,242 shares of Pfizer worth $3.4M as of Q2 2026.
  • Gallagher Capital Advisors bought 1,495 Pfizer shares in Q2 2026, an estimated $39.1K.
  • Pfizer made up 1.94% of Gallagher Capital Advisors's portfolio in Q2 2026, its #18 holding.
  • Gallagher Capital Advisors first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Gallagher Capital Advisors's Pfizer position peaked at $4.05M in Q4 2024.
  • 1,540 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.