SageView Advisory Group’s Pfizer PFE Stock Holding History

SageView 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	$1.24M	Sell	51,687 -2,439	-5%	-$63.8K	0.04%	217
2026 Q1	$1.52M	Sell	54,126 -8,591	-14%	-$229K	0.06%	178
2025 Q4	$1.56M	Buy	62,717 +3,820	+6%	+$96.3K	0.05%	195
2025 Q3	$1.5M	Buy	58,897 +8,023	+16%	+$198K	0.05%	205
2025 Q2	$1.24M	Sell	50,874 -6,508	-11%	-$152K	0.05%	214
2025 Q1	$1.45M	Buy	57,382 +10,140	+21%	+$265K	0.06%	167
2024 Q4	$1.25M	Buy	47,242 +17,241	+57%	+$468K	0.05%	190
2024 Q3	$868K	Sell	30,001 -19,315	-39%	-$563K	0.04%	219
2024 Q2	$1.38M	Buy	+49,316	New	+$1.36M	0.06%	176
2024 Q1	–	Sell	-45,186	Closed	-$1.22M	–	718
2023 Q4	$1.22M	Buy	45,186 +973	+2%	+$29.4K	0.05%	218
2023 Q3	$1.47M	Buy	44,213 +14,539	+49%	+$514K	0.08%	150
2023 Q2	$1.09M	Buy	29,674 +2,345	+9%	+$91.3K	0.06%	209
2023 Q1	$1.12M	Buy	27,329 +13,268	+94%	+$573K	0.07%	188
2022 Q4	$720K	Buy	+14,061	New	+$674K	0.06%	196

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

Norges Bank Oslo, Norway $1T AUM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SageView Advisory Group's PFE Position: Q2 2026 in Review

SageView Advisory Group reduced its Pfizer (PFE) stake by 4.5% in Q2 2026, selling an estimated $63.8K and leaving 51,687 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #217.

SageView Advisory Group first reported a position in PFE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.56M in Q4 2025. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

SageView Advisory Group held 51,687 shares of Pfizer worth $1.24M as of Q2 2026.
SageView Advisory Group sold 2,439 Pfizer shares in Q2 2026, an estimated $63.8K.
Pfizer made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #217 holding.
SageView Advisory Group first reported a position in Pfizer in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's Pfizer position peaked at $1.56M in Q4 2025.
2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.