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Innovative Advisory Group, LLC’s Pfizer PFE Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-1,452
Closed -$36.2K – 169
2025
Q4 		$36.2K Hold
1,452
– – 0.02% 81
2025
Q3 		$37K Hold
1,452
– – 0.02% 83
2025
Q2 		$35.2K Buy
1,452
+200
+16% +$4.66K 0.03% 81
2025
Q1 		$31.7K Buy
1,252
+600
+92% +$15.7K 0.03% 75
2024
Q4 		$17.3K Buy
+652
New +$17.7K 0.02% 89

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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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $146B AUM 55.73% 1-Year Est. Return

Innovative Advisory Group, LLC's PFE Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Pfizer (PFE) in Q1 2026, closing a stake of 1,452 shares — an estimated $36.2K sold.

Innovative Advisory Group, LLC first reported a position in PFE in Q4 2024 and held it in 5 quarters. The position peaked at $37K in Q3 2025. 2,963 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 1,452 Pfizer shares in Q1 2026, an estimated $36.2K.
  • Innovative Advisory Group, LLC first reported a position in Pfizer in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Pfizer position peaked at $37K in Q3 2025.
  • 2,963 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.