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Innovative Asset Advisors Group’s Pfizer PFE Stock Holding History

Innovative Asset Advisors 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 		$1.12M Sell
46,465
-355
-0.8% -$9.29K 0.49% 46
2026
Q1 		$1.31M Buy
+46,820
New +$1.25M 0.76% 29

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

Innovative Asset Advisors Group's PFE Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Pfizer (PFE) stake by 0.76% in Q2 2026, selling an estimated $9.29K and leaving 46,465 shares worth $1.12M. The position accounts for 0.49% of the portfolio, ranked #46.

Innovative Asset Advisors Group first reported a position in PFE in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.31M in Q1 2026. 2,713 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Innovative Asset Advisors Group held 46,465 shares of Pfizer worth $1.12M as of Q2 2026.
  • Innovative Asset Advisors Group sold 355 Pfizer shares in Q2 2026, an estimated $9.29K.
  • Pfizer made up 0.49% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #46 holding.
  • Innovative Asset Advisors Group first reported a position in Pfizer in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Pfizer position peaked at $1.31M in Q1 2026.
  • 2,713 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.