Insigneo Advisory Services’s Pfizer PFE Stock Holding History

Insigneo Advisory Services’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	$1.32M	Buy	54,629 +3,588	+7%	+$93.9K	0.05%	257
2026 Q1	$1.43M	Buy	51,041 +2,760	+6%	+$73.5K	0.1%	174
2025 Q4	$1.2M	Sell	48,281 -12,846	-21%	-$324K	0.09%	186
2025 Q3	$1.56M	Sell	61,127 -1,367	-2%	-$33.7K	0.11%	149
2025 Q2	$1.51M	Buy	62,494 +4,941	+9%	+$115K	0.13%	139
2025 Q1	$1.46M	Sell	57,553 -1,216	-2%	-$31.8K	0.15%	131
2024 Q4	$1.56M	Sell	58,769 -19,092	-25%	-$518K	0.16%	119
2024 Q3	$2.25M	Sell	77,861 -6,396	-8%	-$187K	0.23%	92
2024 Q2	$2.51M	Sell	84,257 -18	-0%	-$496	0.28%	70
2024 Q1	$2.34M	Buy	84,275 +15,125	+22%	+$420K	0.28%	70
2023 Q4	$1.99M	Buy	69,150 +9,622	+16%	+$291K	0.28%	73
2023 Q3	$1.97M	Buy	59,528 +3,801	+7%	+$134K	0.4%	49
2023 Q2	$2.04M	Buy	55,727 +23,284	+72%	+$906K	0.39%	54
2023 Q1	$1.32M	Buy	32,443 +1,796	+6%	+$77.6K	0.42%	50
2022 Q4	$1.57M	Buy	+30,647	New	+$1.47M	0.59%	37

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Insigneo Advisory Services's PFE Position: Q2 2026 in Review

Insigneo Advisory Services increased its Pfizer (PFE) stake by 7% in Q2 2026, buying an estimated $93.9K and bringing the position to 54,629 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #257.

Insigneo Advisory Services first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.51M in Q2 2024. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Insigneo Advisory Services held 54,629 shares of Pfizer worth $1.32M as of Q2 2026.
Insigneo Advisory Services bought 3,588 Pfizer shares in Q2 2026, an estimated $93.9K.
Pfizer made up 0.05% of Insigneo Advisory Services's portfolio in Q2 2026, its #257 holding.
Insigneo Advisory Services first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
Insigneo Advisory Services's Pfizer position peaked at $2.51M in Q2 2024.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.