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Roehl & Yi Investment Advisors’s Pfizer PFE Stock Holding History

Roehl & Yi 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 		$689K Buy
31,305
+43
+0.1% +$1.13K 0.23% 91
2026
Q1 		$802K Sell
31,262
-347
-1% -$9.24K 0.3% 69
2025
Q4 		$720K Sell
31,609
-4,864
-13% -$123K 0.29% 77
2025
Q3 		$861K Buy
36,473
+1,445
+4% +$35.7K 0.37% 58
2025
Q2 		$849K Buy
35,028
+111
+0.3% +$2.59K 0.43% 52
2025
Q1 		$885K Buy
34,917
+9,990
+40% +$261K 0.48% 45
2024
Q4 		$661K Buy
+24,927
New +$676K 0.36% 63

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

Roehl & Yi Investment Advisors's PFE Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Pfizer (PFE) stake by 0.14% in Q2 2026, buying an estimated $1.13K and bringing the position to 31,305 shares worth $689K. The position accounts for 0.23% of the portfolio, ranked #91.

Roehl & Yi Investment Advisors first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $885K in Q1 2025. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Roehl & Yi Investment Advisors held 31,305 shares of Pfizer worth $689K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 43 Pfizer shares in Q2 2026, an estimated $1.13K.
  • Pfizer made up 0.23% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #91 holding.
  • Roehl & Yi Investment Advisors first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's Pfizer position peaked at $885K in Q1 2025.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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