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Legacy Advisors’s Pfizer PFE Stock Holding History

Legacy 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
2023
Q2 		– Sell
-5,000
Closed -$204K – 274
2023
Q1 		$204K Buy
+5,000
New +$216K 0.04% 240

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Legacy Advisors's PFE Position: Q2 2026 in Review

Legacy Advisors increased its Pfizer (PFE) stake by 51% in Q2 2026, buying an estimated $359K and bringing the position to 40,590 shares worth $977K. The position accounts for 0.09% of the portfolio, ranked #127.

Legacy Advisors first reported a position in PFE in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.37M in Q3 2023. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Legacy Advisors held 40,590 shares of Pfizer worth $977K as of Q2 2026.
  • Legacy Advisors bought 13,712 Pfizer shares in Q2 2026, an estimated $359K.
  • Pfizer made up 0.09% of Legacy Advisors's portfolio in Q2 2026, its #127 holding.
  • Legacy Advisors first reported a position in Pfizer in Q4 2016 and has held it in 38 quarters since.
  • Legacy Advisors's Pfizer position peaked at $3.37M in Q3 2023.
  • 900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.