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Savvy Advisors Inc’s Pfizer PFE Stock Holding History

Savvy Advisors Inc’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 		$1.54M Sell
63,860
-474
-0.7% -$12.4K 0.03% 393
2026
Q1 		$1.81M Buy
64,334
+11,165
+21% +$297K 0.05% 289
2025
Q4 		$1.32M Buy
53,169
+23,015
+76% +$580K 0.04% 315
2025
Q3 		$768K Buy
30,154
+2,223
+8% +$54.9K 0.04% 321
2025
Q2 		$677K Buy
27,931
+2,906
+12% +$67.8K 0.05% 292
2025
Q1 		$634K Sell
25,025
-1,399
-5% -$36.6K 0.06% 243
2024
Q4 		$701K Buy
26,424
+2,085
+9% +$56.6K 0.08% 193
2024
Q3 		$704K Buy
24,339
+3,058
+14% +$89.2K 0.14% 144
2024
Q2 		$595K Buy
21,281
+1,838
+9% +$50.6K 0.19% 120
2024
Q1 		$540K Buy
19,443
+93
+0.5% +$2.58K 0.31% 82
2023
Q4 		$557K Buy
+19,350
New +$585K 0.54% 51

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

Savvy Advisors Inc's PFE Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Pfizer (PFE) stake by 0.74% in Q2 2026, selling an estimated $12.4K and leaving 63,860 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #393.

Savvy Advisors Inc first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.81M in Q1 2026. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Savvy Advisors Inc held 63,860 shares of Pfizer worth $1.54M as of Q2 2026.
  • Savvy Advisors Inc sold 474 Pfizer shares in Q2 2026, an estimated $12.4K.
  • Pfizer made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #393 holding.
  • Savvy Advisors Inc first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • Savvy Advisors Inc's Pfizer position peaked at $1.81M in Q1 2026.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.