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Safeguard Investment Advisory Group’s Pfizer PFE Stock Holding History

Safeguard Investment Advisory Group’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 		– Sell
-9,281
Closed -$261K – 181
2026
Q1 		$261K Sell
9,281
-715
-7% -$19K 0.07% 111
2025
Q4 		$249K Buy
9,996
+443
+5% +$11.2K 0.06% 114
2025
Q3 		$243K Buy
+9,553
New +$236K 0.06% 119
2025
Q2 		– Sell
-7,895
Closed -$200K – 152
2025
Q1 		$200K Buy
+7,895
New +$207K 0.05% 134
2024
Q4 		– Sell
-7,632
Closed -$221K – 126
2024
Q3 		$221K Buy
+7,632
New +$223K 0.06% 100
2024
Q2 		– Sell
-8,358
Closed -$232K – 115
2024
Q1 		$232K Sell
8,358
-1,629
-16% -$45.2K 0.08% 89
2023
Q4 		$288K Buy
9,987
+371
+4% +$11.2K 0.11% 72
2023
Q3 		$319K Sell
9,616
-46
-0.5% -$1.63K 0.14% 67
2023
Q2 		$355K Sell
9,662
-14
-0.1% -$545 0.15% 65
2023
Q1 		$395K Buy
9,676
+226
+2% +$9.76K 0.19% 63
2022
Q4 		$484K Buy
9,450
+584
+7% +$28K 0.3% 48
2022
Q3 		$387K Buy
8,866
+4,832
+120% +$235K 0.27% 52
2022
Q2 		$208K Hold
4,034
– – 0.13% 88
2022
Q1 		$208K Sell
4,034
-467
-10% -$24.2K 0.14% 80
2021
Q4 		$265K Buy
+4,501
New +$223K 0.15% 78
2021
Q1 		– Sell
-3,710
Closed -$136K – 518
2020
Q4 		$136K Buy
+3,710
New +$136K 0.12% 97

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 $3.38T 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
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

Safeguard Investment Advisory Group's PFE Position: Q2 2026 in Review

Safeguard Investment Advisory Group sold out of Pfizer (PFE) in Q2 2026, closing a stake of 9,281 shares — an estimated $261K sold.

Safeguard Investment Advisory Group first reported a position in PFE in Q4 2020 and held it in 16 quarters. The position peaked at $484K in Q4 2022. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Safeguard Investment Advisory Group reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 9,281 Pfizer shares in Q2 2026, an estimated $261K.
  • Safeguard Investment Advisory Group first reported a position in Pfizer in Q4 2020 and held it in 16 quarters.
  • Safeguard Investment Advisory Group's Pfizer position peaked at $484K in Q4 2022.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.