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IVC Wealth Advisors’s Pfizer PFE Stock Holding History

IVC 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 		– Sell
-7,233
Closed -$203K – 182
2026
Q1 		$203K Buy
+7,233
New +$193K 0.09% 171
2025
Q4 		– Sell
-9,105
Closed -$232K – 188
2025
Q3 		$232K Sell
9,105
-1,084
-11% -$26.8K 0.1% 161
2025
Q2 		$247K Sell
10,189
-367
-3% -$8.56K 0.12% 146
2025
Q1 		$267K Buy
10,556
+80
+0.8% +$2.09K 0.14% 131
2024
Q4 		$278K Sell
10,476
-1,479
-12% -$40.1K 0.16% 127
2024
Q3 		$346K Sell
11,955
-1,648
-12% -$48.1K 0.19% 108
2024
Q2 		$381K Buy
13,603
+923
+7% +$25.4K 0.21% 102
2024
Q1 		$352K Sell
12,680
-1,100
-8% -$30.5K 0.2% 107
2023
Q4 		$397K Sell
13,780
-7,774
-36% -$235K 0.25% 90
2023
Q3 		$715K Sell
21,554
-1,311
-6% -$46.4K 0.48% 54
2023
Q2 		$839K Buy
22,865
+183
+0.8% +$7.12K 0.53% 52
2023
Q1 		$925K Sell
22,682
-676
-3% -$29.2K 0.66% 40
2022
Q4 		$1.2M Buy
23,358
+186
+0.8% +$8.92K 0.88% 27
2022
Q3 		$1.01M Buy
23,172
+1,768
+8% +$85.9K 0.82% 30
2022
Q2 		$1.12M Sell
21,404
-85
-0.4% -$4.33K 0.87% 27
2022
Q1 		$1.11M Buy
21,489
+675
+3% +$35K 0.73% 31
2021
Q4 		$1.23M Sell
20,814
-441
-2% -$21.9K 0.79% 30
2021
Q3 		$914K Buy
21,255
+676
+3% +$29.9K 0.63% 41
2021
Q2 		$806K Buy
20,579
+55
+0.3% +$2.14K 0.57% 50
2021
Q1 		$744K Buy
20,524
+500
+2% +$17.8K 0.59% 48
2020
Q4 		$737K Buy
+20,024
New +$734K 0.7% 41

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

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

IVC Wealth Advisors sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,233 shares — an estimated $203K sold.

IVC Wealth Advisors first reported a position in PFE in Q4 2020 and held it in 21 quarters. The position peaked at $1.23M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • IVC Wealth Advisors reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • IVC Wealth Advisors sold 7,233 Pfizer shares in Q2 2026, an estimated $203K.
  • IVC Wealth Advisors first reported a position in Pfizer in Q4 2020 and held it in 21 quarters.
  • IVC Wealth Advisors's Pfizer position peaked at $1.23M in Q4 2021.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.