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

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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. 2,941 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.
  • 2,941 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.