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Plante Moran Financial Advisors’s Pfizer PFE Stock Holding History

Plante Moran Financial 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 		$269K Buy
11,175
+803
+8% +$21K 0.01% 141
2026
Q1 		$291K Buy
10,372
+4,937
+91% +$131K 0.02% 129
2025
Q4 		$135K Sell
5,435
-206
-4% -$5.2K 0.01% 202
2025
Q3 		$144K Sell
5,641
-1,272
-18% -$31.4K 0.01% 198
2025
Q2 		$168K Buy
6,913
+179
+3% +$4.17K 0.01% 178
2025
Q1 		$171K Sell
6,734
-252
-4% -$6.59K 0.01% 186
2024
Q4 		$185K Sell
6,986
-1,836
-21% -$49.8K 0.02% 181
2024
Q3 		$255K Sell
8,822
-875
-9% -$25.5K 0.02% 151
2024
Q2 		$271K Sell
9,697
-1,652
-15% -$45.5K 0.03% 140
2024
Q1 		$315K Sell
11,349
-5,000
-31% -$139K 0.03% 119
2023
Q4 		$471K Sell
16,349
-3,150
-16% -$95.2K 0.05% 88
2023
Q3 		$647K Sell
19,499
-8,728
-31% -$309K 0.08% 60
2023
Q2 		$1.04M Buy
28,227
+8,879
+46% +$346K 0.12% 44
2023
Q1 		$789K Sell
19,348
-3,609
-16% -$156K 0.11% 54
2022
Q4 		$1.18M Buy
22,957
+616
+3% +$29.5K 0.17% 42
2022
Q3 		$978K Sell
22,341
-1,307
-6% -$63.5K 0.17% 42
2022
Q2 		$1.24M Buy
23,648
+5,088
+27% +$259K 0.21% 40
2022
Q1 		$961K Sell
18,560
-716
-4% -$37.1K 0.18% 53
2021
Q4 		$1.14M Sell
19,276
-2,810
-13% -$139K 0.19% 50
2021
Q3 		$950K Sell
22,086
-3,011
-12% -$133K 0.21% 52
2021
Q2 		$983K Sell
25,097
-3,285
-12% -$128K 0.24% 50
2021
Q1 		$1.03M Sell
28,382
-1,983
-7% -$70.4K 0.28% 46
2020
Q4 		$1.12M Buy
30,365
+188
+0.6% +$6.9K 0.35% 41
2020
Q3 		$1.05M Sell
30,177
-1,517
-5% -$53.2K 0.37% 39
2020
Q2 		$983K Sell
31,694
-1,156
-4% -$39.3K 0.39% 37
2020
Q1 		$1.02M Sell
32,850
-3,264
-9% -$111K 0.47% 31
2019
Q4 		$1.34M Buy
36,114
+1,857
+5% +$66.1K 0.47% 31
2019
Q3 		$1.17M Sell
34,257
-2,758
-7% -$100K 0.34% 47
2019
Q2 		$1.52M Sell
37,015
-478
-1% -$19K 0.47% 30
2019
Q1 		$1.51M Buy
37,493
+7,207
+24% +$289K 0.47% 29
2018
Q4 		$1.25M Buy
30,286
+2,233
+8% +$92.7K 0.44% 34
2018
Q3 		$1.17M Sell
28,053
-1,705
-6% -$65.6K 0.38% 34
2018
Q2 		$1.02M Sell
29,758
-1,527
-5% -$52.2K 0.52% 39
2018
Q1 		$1.05M Buy
31,285
+589
+2% +$20.2K 0.57% 35
2017
Q4 		$1.05M Buy
30,696
+346
+1% +$11.8K 0.58% 32
2017
Q3 		$1.03M Buy
30,350
+5
+0% +$161 0.61% 32
2017
Q2 		$967K Sell
30,345
-4,215
-12% -$133K 0.6% 35
2017
Q1 		$1.12M Sell
34,560
-6,528
-16% -$206K 0.68% 28
2016
Q4 		$1.27M Buy
41,088
+6,553
+19% +$200K 0.79% 26
2016
Q3 		$1.11M Sell
34,535
-10,785
-24% -$361K 0.75% 31
2016
Q2 		$1.51M Buy
45,320
+4,562
+11% +$146K 1.1% 16
2016
Q1 		$1.15M Buy
40,758
+454
+1% +$13K 0.88% 27
2015
Q4 		$1.23M Sell
40,304
-1,928
-5% -$60.7K 0.93% 19
2015
Q3 		$1.26M Buy
42,232
+7,516
+22% +$241K 0.99% 19
2015
Q2 		$1.1M Buy
34,716
+3,227
+10% +$105K 0.79% 27
2015
Q1 		$1.04M Buy
31,489
+953
+3% +$30.3K 0.72% 33
2014
Q4 		$902K Buy
30,536
+918
+3% +$26.3K 0.66% 29
2014
Q3 		$831K Sell
29,618
-1,289
-4% -$36.2K 0.73% 31
2014
Q2 		$870K Buy
30,907
+4,076
+15% +$116K 0.78% 29
2014
Q1 		$818K Sell
26,831
-4,104
-13% -$122K 0.89% 27
2013
Q4 		$899K Buy
30,935
+6,184
+25% +$180K 0.51% 29
2013
Q3 		$675K Sell
24,751
-1,888
-7% -$51.4K 0.41% 33
2013
Q2 		$708K Buy
+26,639
New +$736K 0.52% 29

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plante Moran Financial Advisors's PFE Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Pfizer (PFE) stake by 7.7% in Q2 2026, buying an estimated $21K and bringing the position to 11,175 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #141.

Plante Moran Financial Advisors first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.52M in Q2 2019. 1,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Plante Moran Financial Advisors held 11,175 shares of Pfizer worth $269K as of Q2 2026.
  • Plante Moran Financial Advisors bought 803 Pfizer shares in Q2 2026, an estimated $21K.
  • Pfizer made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #141 holding.
  • Plante Moran Financial Advisors first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • Plante Moran Financial Advisors's Pfizer position peaked at $1.52M in Q2 2019.
  • 1,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.