PIA
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Perennial Investment Advisors’s Pfizer PFE Stock Holding History

Perennial Investment 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
2026
Q2 		$453K Sell
18,794
-782
-4% -$20.5K 0.03% 341
2026
Q1 		$550K Sell
19,576
-1,261
-6% -$33.6K 0.04% 282
2025
Q4 		$519K Buy
20,837
+3,857
+23% +$97.3K 0.04% 277
2025
Q3 		$433K Sell
16,980
-5,651
-25% -$139K 0.04% 284
2025
Q2 		$549K Sell
22,631
-2,291
-9% -$53.4K 0.05% 251
2025
Q1 		$631K Buy
24,922
+2
+0% +$52 0.07% 213
2024
Q4 		$661K Buy
24,920
+8,195
+49% +$222K 0.08% 192
2024
Q3 		$484K Buy
16,725
+1,176
+8% +$34.3K 0.06% 217
2024
Q2 		$435K Buy
15,549
+1,358
+10% +$37.4K 0.06% 215
2024
Q1 		$394K Buy
14,191
+2,676
+23% +$74.3K 0.06% 212
2023
Q4 		$332K Sell
11,515
-876
-7% -$26.5K 0.05% 230
2023
Q3 		$411K Sell
12,391
-745
-6% -$26.3K 0.07% 190
2023
Q2 		$482K Sell
13,136
-71
-0.5% -$2.76K 0.08% 181
2023
Q1 		$539K Buy
13,207
+220
+2% +$9.5K 0.1% 164
2022
Q4 		$665K Buy
12,987
+298
+2% +$14.3K 0.27% 74
2022
Q3 		$555K Sell
12,689
-2,439
-16% -$119K 0.25% 78
2022
Q2 		$793K Sell
15,128
-52
-0.3% -$2.65K 0.31% 64
2022
Q1 		$788K Buy
15,180
+272
+2% +$14.1K 0.25% 81
2021
Q4 		$880K Buy
14,908
+1,083
+8% +$53.7K 0.28% 76
2021
Q3 		$594K Buy
13,825
+1,081
+8% +$47.9K 0.21% 98
2021
Q2 		$499K Buy
12,744
+3,387
+36% +$132K 0.18% 110
2021
Q1 		$339K Buy
9,357
+127
+1% +$4.51K 0.13% 130
2020
Q4 		$340K Sell
9,230
-2,020
-18% -$74.1K 0.15% 115
2020
Q3 		$390K Buy
11,250
+1,831
+19% +$64.2K 0.2% 96
2020
Q2 		$292K Buy
+9,419
New +$320K 0.2% 102

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 $3.37T AUM 44.26% 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

Perennial Investment Advisors's PFE Position: Q2 2026 in Review

Perennial Investment Advisors reduced its Pfizer (PFE) stake by 4% in Q2 2026, selling an estimated $20.5K and leaving 18,794 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #341.

Perennial Investment Advisors first reported a position in PFE in Q2 2020 and has held it in 25 quarters since. The position peaked at $880K in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Perennial Investment Advisors held 18,794 shares of Pfizer worth $453K as of Q2 2026.
  • Perennial Investment Advisors sold 782 Pfizer shares in Q2 2026, an estimated $20.5K.
  • Pfizer made up 0.03% of Perennial Investment Advisors's portfolio in Q2 2026, its #341 holding.
  • Perennial Investment Advisors first reported a position in Pfizer in Q2 2020 and has held it in 25 quarters since.
  • Perennial Investment Advisors's Pfizer position peaked at $880K in Q4 2021.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.