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Halbert Hargrove Global Advisors’s Pfizer PFE Stock Holding History

Halbert Hargrove Global 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
2019
Q4 		– Sell
-316
Closed -$11K – 94
2019
Q3 		$11K Buy
+316
New +$11.5K ﹤0.01% 86

Other funds holding PFE

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Halbert Hargrove Global Advisors's PFE Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Pfizer (PFE) in Q2 2026: 17 shares worth $420. The stake represents ﹤0.01% of the portfolio and ranks #558 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in PFE as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in PFE in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.06M in Q4 2021. 1,336 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Halbert Hargrove Global Advisors held 17 shares of Pfizer worth $420 as of Q2 2026.
  • Pfizer was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Pfizer made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #558 holding.
  • Halbert Hargrove Global Advisors first reported a position in Pfizer in Q2 2013 and has held it in 41 quarters since.
  • Halbert Hargrove Global Advisors's Pfizer position peaked at $1.06M in Q4 2021.
  • 1,336 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.