Kovitz Investment Group Partners
PFE icon

Kovitz Investment Group Partners’s Pfizer PFE Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$321K Sell
11,433
-245,104
-96% -$6.53M 0.01% 440
2025
Q4 		$6.39M Sell
256,537
-280,465
-52% -$7.07M 0.14% 128
2025
Q3 		$13.7M Buy
537,002
+40,030
+8% +$988K 0.05% 269
2025
Q2 		$12M Buy
496,972
+102,760
+26% +$2.4M 0.05% 276
2025
Q1 		$9.99M Buy
394,212
+84,582
+27% +$2.21M 0.05% 267
2024
Q4 		$8.21M Sell
309,630
-57,060
-16% -$1.55M 0.04% 310
2024
Q3 		$8.49M Buy
366,690
+95,896
+35% +$2.8M 0.06% 258
2024
Q2 		$7.58M Buy
270,794
+106,378
+65% +$2.93M 0.06% 221
2024
Q1 		$4.56M Sell
164,416
-4,351
-3% -$121K 0.06% 213
2023
Q4 		$4.86M Buy
168,767
+26,706
+19% +$807K 0.08% 155
2023
Q3 		$4.71M Buy
142,061
+10,633
+8% +$376K 0.08% 149
2023
Q2 		$4.82M Sell
131,428
-31,149
-19% -$1.21M 0.07% 159
2023
Q1 		$6.63M Buy
162,577
+575
+0.4% +$24.8K 0.12% 113
2022
Q4 		$8.3M Sell
162,002
-1,515
-0.9% -$72.6K 0.16% 87
2022
Q3 		$7.16M Sell
163,517
-3,849
-2% -$187K 0.17% 87
2022
Q2 		$8.78M Buy
167,366
+257
+0.2% +$13.1K 0.19% 81
2022
Q1 		$8.65M Buy
167,109
+3,570
+2% +$185K 0.16% 88
2021
Q4 		$6.02M Buy
163,539
+2,180
+1% +$108K 0.14% 107
2021
Q3 		$6.94M Sell
161,359
-1,109
-0.7% -$49.1K 0.14% 109
2021
Q2 		$6.36M Sell
162,468
-6,048
-4% -$235K 0.13% 126
2021
Q1 		$6.11M Buy
168,516
+4,978
+3% +$177K 0.14% 110
2020
Q4 		$6.02M Sell
163,538
-6,748
-4% -$248K 0.15% 103
2020
Q3 		$5.93M Buy
170,286
+5,575
+3% +$195K 0.17% 97
2020
Q2 		$5.11M Buy
164,711
+15,856
+11% +$539K 0.16% 102
2020
Q1 		$4.61M Sell
148,855
-50,251
-25% -$1.71M 0.17% 99
2019
Q4 		$4.66M Buy
199,106
+74,394
+60% +$2.65M 0.14% 109
2019
Q3 		$4.25M Sell
124,712
-1,815
-1% -$66K 0.14% 123
2019
Q2 		$5.2M Sell
126,527
-2,953
-2% -$117K 0.16% 96
2019
Q1 		$5.22M Sell
129,480
-3,467
-3% -$139K 0.17% 95
2018
Q4 		$5.51M Buy
132,947
+109,833
+475% +$4.56M 0.22% 74
2018
Q3 		$966K Buy
23,114
+5,436
+31% +$209K 0.04% 94
2018
Q2 		$608K Buy
17,678
+406
+2% +$13.9K 0.03% 106
2018
Q1 		$582K Sell
17,272
-5,499
-24% -$189K 0.03% 106
2017
Q4 		$782 Sell
22,771
-1,418
-6% -$48.4K 0.03% 100
2017
Q3 		$819K Buy
24,189
+1,427
+6% +$45.9K 0.04% 98
2017
Q2 		$725K Sell
22,762
-1,752
-7% -$55.3K 0.04% 101
2017
Q1 		$796K Buy
24,514
+1,083
+5% +$34.1K 0.04% 82
2016
Q4 		$722K Sell
23,431
-643
-3% -$19.6K 0.04% 81
2016
Q3 		$774K Sell
24,074
-99
-0.4% -$3.31K 0.05% 88
2016
Q2 		$808K Buy
24,173
+691
+3% +$22.1K 0.06% 85
2016
Q1 		$660K Buy
+23,482
New +$671K 0.04% 92

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Kovitz Investment Group Partners's PFE Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Pfizer (PFE) stake by 96% in Q1 2026, selling an estimated $6.53M and leaving 11,433 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #440.

Kovitz Investment Group Partners first reported a position in PFE in Q1 2016 and has held it in 41 quarters since. The position peaked at $13.7M in Q3 2025. 2,946 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Kovitz Investment Group Partners held 11,433 shares of Pfizer worth $321K as of Q1 2026.
  • Kovitz Investment Group Partners sold 245,104 Pfizer shares in Q1 2026, an estimated $6.53M.
  • Pfizer made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #440 holding.
  • Kovitz Investment Group Partners first reported a position in Pfizer in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's Pfizer position peaked at $13.7M in Q3 2025.
  • 2,946 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.