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HF Advisory Group’s Pfizer PFE Stock Holding History

HF Advisory Group’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 		$2.47M Buy
102,378
+8,364
+9% +$219K 0.76% 52
2026
Q1 		$2.64M Buy
94,014
+4,868
+5% +$130K 0.9% 41
2025
Q4 		$2.22M Sell
89,146
-60,205
-40% -$1.52M 0.77% 48
2025
Q3 		$3.81M Buy
149,351
+11,352
+8% +$280K 1.4% 16
2025
Q2 		$3.35M Buy
137,999
+28,131
+26% +$656K 1.32% 18
2025
Q1 		$2.78M Buy
109,868
+18,466
+20% +$483K 1.22% 21
2024
Q4 		$2.42M Buy
91,402
+2,916
+3% +$79.1K 1.11% 27
2024
Q3 		$2.56M Sell
88,486
-1,418
-2% -$41.4K 1.19% 20
2024
Q2 		$2.52M Buy
89,904
+7,429
+9% +$205K 1.3% 14
2024
Q1 		$2.29M Buy
82,475
+14,864
+22% +$412K 1.28% 19
2023
Q4 		$1.95M Buy
67,611
+11,479
+20% +$347K 1.24% 22
2023
Q3 		$1.86M Buy
56,132
+7,983
+17% +$282K 1.38% 15
2023
Q2 		$1.77M Buy
48,149
+6,363
+15% +$248K 1.4% 15
2023
Q1 		$1.7M Buy
41,786
+5,143
+14% +$222K 1.51% 14
2022
Q4 		$1.88M Buy
+36,643
New +$1.76M 1.9% 9

Other funds holding PFE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

HF Advisory Group's PFE Position: Q2 2026 in Review

HF Advisory Group increased its Pfizer (PFE) stake by 8.9% in Q2 2026, buying an estimated $219K and bringing the position to 102,378 shares worth $2.47M. The position accounts for 0.76% of the portfolio, ranked #52.

HF Advisory Group first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.81M in Q3 2025. 523 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • HF Advisory Group held 102,378 shares of Pfizer worth $2.47M as of Q2 2026.
  • HF Advisory Group bought 8,364 Pfizer shares in Q2 2026, an estimated $219K.
  • Pfizer made up 0.76% of HF Advisory Group's portfolio in Q2 2026, its #52 holding.
  • HF Advisory Group first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • HF Advisory Group's Pfizer position peaked at $3.81M in Q3 2025.
  • 523 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.