IWA
PFE icon

Icon Wealth Advisors’s Pfizer PFE Stock Holding History

Icon Wealth 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 		$2.13M Buy
88,537
+20,498
+30% +$536K 0.13% 113
2026
Q1 		$1.79M Buy
68,039
+25,102
+58% +$668K 0.12% 119
2025
Q4 		$1.07M Buy
42,937
+5,971
+16% +$151K 0.07% 167
2025
Q3 		$942K Buy
36,966
+1,984
+6% +$49K 0.06% 186
2025
Q2 		$848K Buy
34,982
+18,975
+119% +$443K 0.06% 187
2025
Q1 		$406K Buy
16,007
+651
+4% +$17K 0.03% 242
2024
Q4 		$407K Sell
15,356
-2,835
-16% -$76.9K 0.03% 246
2024
Q3 		$526K Sell
18,191
-15
-0.1% -$438 0.04% 205
2024
Q2 		$556K Sell
18,206
-141
-0.8% -$3.88K 0.05% 196
2024
Q1 		$509K Buy
18,347
+1,715
+10% +$47.6K 0.05% 206
2023
Q4 		$479K Buy
+16,632
New +$503K 0.05% 200
2022
Q4 		$983K Buy
19,192
+798
+4% +$38.3K 0.11% 134
2022
Q3 		$805K Buy
+18,394
New +$894K 0.1% 151

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

Icon Wealth Advisors's PFE Position: Q2 2026 in Review

Icon Wealth Advisors increased its Pfizer (PFE) stake by 30% in Q2 2026, buying an estimated $536K and bringing the position to 88,537 shares worth $2.13M. The position accounts for 0.13% of the portfolio, ranked #113.

Icon Wealth Advisors first reported a position in PFE in Q3 2022 and has held it in 13 quarters since. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Icon Wealth Advisors held 88,537 shares of Pfizer worth $2.13M as of Q2 2026.
  • Icon Wealth Advisors bought 20,498 Pfizer shares in Q2 2026, an estimated $536K.
  • Pfizer made up 0.13% of Icon Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • Icon Wealth Advisors first reported a position in Pfizer in Q3 2022 and has held it in 13 quarters since.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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