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Secured Retirement Advisors’s Pfizer PFE Stock Holding History

Secured Retirement 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 		$1.08M Buy
44,821
+770
+2% +$20.1K 0.55% 74
2026
Q1 		$1.24M Buy
+44,051
New +$1.17M 0.7% 46
2025
Q2 		– Sell
-8,288
Closed -$210K – 124
2025
Q1 		$210K Buy
8,288
+509
+7% +$13.3K 0.14% 114
2024
Q4 		$206K Buy
+7,779
New +$211K 0.12% 136

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

Secured Retirement Advisors's PFE Position: Q2 2026 in Review

Secured Retirement Advisors increased its Pfizer (PFE) stake by 1.7% in Q2 2026, buying an estimated $20.1K and bringing the position to 44,821 shares worth $1.08M. The position accounts for 0.55% of the portfolio, ranked #74.

Secured Retirement Advisors first reported a position in PFE in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.24M in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Secured Retirement Advisors held 44,821 shares of Pfizer worth $1.08M as of Q2 2026.
  • Secured Retirement Advisors bought 770 Pfizer shares in Q2 2026, an estimated $20.1K.
  • Pfizer made up 0.55% of Secured Retirement Advisors's portfolio in Q2 2026, its #74 holding.
  • Secured Retirement Advisors first reported a position in Pfizer in Q4 2024 and has held it in 4 quarters since.
  • Secured Retirement Advisors's Pfizer position peaked at $1.24M in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.