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
2020
Q2 		– Sell
-823
Closed -$301K – 399
2020
Q1 		$301K Buy
+823
New +$28K 0.01% 328

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's PFE Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Pfizer (PFE) stake by 0.66% in Q2 2026, buying an estimated $1.96K and bringing the position to 11,508 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #444.

Kovitz Investment Group Partners first reported a position in PFE in Q1 2016 and has held it in 42 quarters since. The position peaked at $13.7M in Q3 2025. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Kovitz Investment Group Partners held 11,508 shares of Pfizer worth $277K as of Q2 2026.
  • Kovitz Investment Group Partners bought 75 Pfizer shares in Q2 2026, an estimated $1.96K.
  • Pfizer made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #444 holding.
  • Kovitz Investment Group Partners first reported a position in Pfizer in Q1 2016 and has held it in 42 quarters since.
  • Kovitz Investment Group Partners's Pfizer position peaked at $13.7M in Q3 2025.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.