HA
PFE icon

Herold Advisors’s Pfizer PFE Stock Holding History

Herold 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 		$1.95M Buy
81,250
+6,220
+8% +$163K 0.39% 71
2026
Q1 		$2.11M Buy
75,030
+3,642
+5% +$97K 0.46% 60
2025
Q4 		$1.78M Buy
71,388
+1,162
+2% +$29.3K 0.4% 69
2025
Q3 		$1.79M Sell
70,226
-5,629
-7% -$139K 0.41% 66
2025
Q2 		$1.84M Buy
75,855
+7,929
+12% +$185K 0.39% 73
2025
Q1 		$1.72M Sell
67,926
-1,636
-2% -$42.8K 0.38% 77
2024
Q4 		$1.85M Buy
69,562
+1,304
+2% +$35.4K 0.4% 66
2024
Q3 		$1.98M Buy
68,258
+6,182
+10% +$180K 0.43% 62
2024
Q2 		$1.74M Buy
62,076
+5,957
+11% +$164K 0.4% 66
2024
Q1 		$1.56M Sell
56,119
-7,643
-12% -$212K 0.38% 73
2023
Q4 		$1.84M Buy
63,762
+1,026
+2% +$31K 0.51% 62
2023
Q3 		$2.08M Buy
62,736
+9,711
+18% +$343K 0.63% 45
2023
Q2 		$1.94M Buy
53,025
+3,034
+6% +$118K 0.6% 50
2023
Q1 		$2.04M Buy
49,991
+15,710
+46% +$679K 0.71% 36
2022
Q4 		$1.76M Buy
34,281
+2,180
+7% +$105K 0.74% 43
2022
Q3 		$1.4M Buy
32,101
+319
+1% +$15.5K 0.67% 50
2022
Q2 		$1.67M Sell
31,782
-1,687
-5% -$86K 0.74% 41
2022
Q1 		$1.73M Buy
33,469
+489
+1% +$25.4K 0.62% 48
2021
Q4 		$1.95M Buy
32,980
+883
+3% +$43.7K 0.76% 42
2021
Q3 		$1.38M Buy
+32,097
New +$1.42M 0.54% 58

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

Herold Advisors's PFE Position: Q2 2026 in Review

Herold Advisors increased its Pfizer (PFE) stake by 8.3% in Q2 2026, buying an estimated $163K and bringing the position to 81,250 shares worth $1.95M. The position accounts for 0.39% of the portfolio, ranked #71.

Herold Advisors first reported a position in PFE in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.11M in Q1 2026. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Herold Advisors held 81,250 shares of Pfizer worth $1.95M as of Q2 2026.
  • Herold Advisors bought 6,220 Pfizer shares in Q2 2026, an estimated $163K.
  • Pfizer made up 0.39% of Herold Advisors's portfolio in Q2 2026, its #71 holding.
  • Herold Advisors first reported a position in Pfizer in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Pfizer position peaked at $2.11M in Q1 2026.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.