Richard Bernstein Advisors’s Pfizer PFE Stock Holding History

Richard Bernstein 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 Q1	$1.32M	Hold	47,088	–	–	0.04%	140
2025 Q4	$1.17M	Sell	47,088 -5,081	-10%	-$128K	0.03%	124
2025 Q3	$1.33M	Sell	52,169 -65,636	-56%	-$1.62M	0.04%	147
2025 Q2	$2.86M	Hold	117,805	–	–	0.07%	148
2025 Q1	$2.99M	Sell	117,805 -5,640	-5%	-$148K	0.07%	150
2024 Q4	$3.27M	Hold	123,445	–	–	0.07%	150
2024 Q3	$3.57M	Hold	123,445	–	–	0.08%	135
2024 Q2	$3.45M	Hold	123,445	–	–	0.08%	119
2024 Q1	$3.43M	Hold	123,445	–	–	0.07%	126
2023 Q4	$3.55M	Sell	123,445 -46,094	-27%	-$1.39M	0.08%	91
2023 Q3	$5.62M	Hold	169,539	–	–	0.13%	53
2023 Q2	$6.22M	Sell	169,539 -13,629	-7%	-$530K	0.13%	52
2023 Q1	$7.47M	Hold	183,168	–	–	0.16%	49
2022 Q4	$9.39M	Hold	183,168	–	–	0.21%	43
2022 Q3	$8.02M	Sell	183,168 -19,631	-10%	-$954K	0.2%	48
2022 Q2	$10.6M	Hold	202,799	–	–	0.23%	44
2022 Q1	$10.5M	Hold	202,799	–	–	0.21%	55
2021 Q4	$12M	Hold	202,799	–	–	0.23%	48
2021 Q3	$8.72M	Buy	202,799 +10,721	+6%	+$475K	0.18%	52
2021 Q2	$7.52M	Hold	192,078	–	–	0.16%	57
2021 Q1	$6.96M	Hold	192,078	–	–	0.16%	53
2020 Q4	$7.07M	Sell	192,078 -48,430	-20%	-$1.78M	0.17%	53
2020 Q3	$8.37M	Hold	240,508	–	–	0.24%	40
2020 Q2	$7.46M	Sell	240,508 -58,181	-19%	-$1.98M	0.23%	40
2020 Q1	$9.25M	Sell	298,689 -25,920	-8%	-$883K	0.33%	29
2019 Q4	$12.1M	Hold	324,609	–	–	0.39%	24
2019 Q3	$11.1M	Hold	324,609	–	–	0.36%	26
2019 Q2	$13.3M	Hold	324,609	–	–	0.44%	21
2019 Q1	$13.1M	Buy	324,609 +72,531	+29%	+$2.9M	0.42%	21
2018 Q4	$10.4M	Hold	252,078	–	–	0.38%	39
2018 Q3	$10.5M	Buy	252,078 +187,559	+291%	+$7.22M	0.3%	50
2018 Q2	$2.22M	Hold	64,519	–	–	0.07%	244
2018 Q1	$2.17M	Hold	64,519	–	–	0.08%	219
2017 Q4	$2.22M	Hold	64,519	–	–	0.1%	176
2017 Q3	$2.19M	Hold	64,519	–	–	0.15%	168
2017 Q2	$2.06M	Hold	64,519	–	–	0.16%	162
2017 Q1	$2.09M	Hold	64,519	–	–	0.16%	186
2016 Q4	$1.99M	Hold	64,519	–	–	0.17%	190
2016 Q3	$2.07M	Hold	64,519	–	–	0.2%	181
2016 Q2	$2.15M	Hold	64,519	–	–	0.2%	205
2016 Q1	$1.81M	Sell	64,519 -235,753	-79%	-$6.73M	0.18%	223
2015 Q4	$9.2M	Hold	300,272	–	–	1.18%	12
2015 Q3	$8.95M	Sell	300,272 -15,953	-5%	-$512K	1.22%	12
2015 Q2	$10.1M	Sell	316,225 -35,354	-10%	-$1.15M	1.21%	10
2015 Q1	$11.6M	Hold	351,579	–	–	1.52%	4
2014 Q4	$10.4M	Hold	351,579	–	–	1.08%	10
2014 Q3	$9.86M	Hold	351,579	–	–	1.04%	11
2014 Q2	$9.9M	Hold	351,579	–	–	1.16%	8
2014 Q1	$10.7M	Buy	351,579 +115,599	+49%	+$3.45M	1.52%	6
2013 Q4	$6.86M	Buy	+235,980	New	+$6.87M	1.39%	8

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Richard Bernstein Advisors's PFE Position: Q1 2026 in Review

Richard Bernstein Advisors held its Pfizer (PFE) position steady in Q1 2026 at 47,088 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #140.

Richard Bernstein Advisors first reported a position in PFE in Q4 2013 and has held it in 50 quarters since. The position peaked at $13.3M in Q2 2019. 2,955 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Richard Bernstein Advisors held 47,088 shares of Pfizer worth $1.32M as of Q1 2026.
Richard Bernstein Advisors left its Pfizer share count unchanged in Q1 2026.
Pfizer made up 0.04% of Richard Bernstein Advisors's portfolio in Q1 2026, its #140 holding.
Richard Bernstein Advisors first reported a position in Pfizer in Q4 2013 and has held it in 50 quarters since.
Richard Bernstein Advisors's Pfizer position peaked at $13.3M in Q2 2019.
2,955 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.