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 Q3	$3.15M	Buy	110,318 +7,940	+8%	+$211K	0.94%	41
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 Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

HF Advisory Group's PFE Position: Q3 2026 in Review

HF Advisory Group increased its Pfizer (PFE) stake by 7.8% in Q3 2026, buying an estimated $211K and bringing the position to 110,318 shares worth $3.15M. The position accounts for 0.94% of the portfolio, ranked #41.

HF Advisory Group first reported a position in PFE in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.81M in Q3 2025. 533 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

HF Advisory Group held 110,318 shares of Pfizer worth $3.15M as of Q3 2026.
HF Advisory Group bought 7,940 Pfizer shares in Q3 2026, an estimated $211K.
Pfizer made up 0.94% of HF Advisory Group's portfolio in Q3 2026, its #41 holding.
HF Advisory Group first reported a position in Pfizer in Q4 2022 and has held it in 16 quarters since.
HF Advisory Group's Pfizer position peaked at $3.81M in Q3 2025.
533 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.