SHFA
PFE icon

SS&H Financial Advisors’s Pfizer PFE Stock Holding History

SS&H Financial 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 		$3.71M Buy
+153,923
New +$4.03M 0.95% 27
2025
Q4 		$2.81M Buy
112,943
+28,043
+33% +$707K 0.82% 30
2025
Q3 		$2.16M Buy
84,900
+4,493
+6% +$111K 0.66% 39
2025
Q2 		$1.95M Buy
80,407
+15,668
+24% +$365K 0.65% 40
2025
Q1 		$1.64M Sell
64,739
-5,521
-8% -$144K 0.61% 44
2024
Q4 		$1.86M Sell
70,260
-3,013
-4% -$81.7K 0.68% 39
2024
Q3 		$2.12M Buy
73,273
+700
+1% +$20.4K 0.77% 37
2024
Q2 		$2.03M Sell
72,573
-6,117
-8% -$168K 0.79% 35
2024
Q1 		$2.18M Sell
78,690
-14,650
-16% -$407K 0.91% 31
2023
Q4 		$2.69M Sell
93,340
-2,300
-2% -$69.5K 1.14% 22
2023
Q3 		$3.17M Buy
+95,640
New +$3.38M 1.49% 17
2023
Q1 		$4.21M Buy
103,167
+6,277
+6% +$271K 1.93% 11
2022
Q4 		$4.96M Hold
96,890
– – 2.36% 9
2022
Q3 		$4.24M Sell
96,890
-1,300
-1% -$63.2K 2.19% 10
2022
Q2 		$5.15M Sell
98,190
-7,088
-7% -$361K 2.38% 7
2022
Q1 		$5.45M Buy
+105,278
New +$5.46M 2.13% 7

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

SS&H Financial Advisors's PFE Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Pfizer (PFE) in Q2 2026: 153,923 shares worth $3.71M. The stake represents 0.95% of the portfolio and ranks #27 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in PFE as recently as Q4 2025.

SS&H Financial Advisors first reported a position in PFE in Q1 2022 and has held it in 16 quarters since. The position peaked at $5.45M in Q1 2022. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • SS&H Financial Advisors held 153,923 shares of Pfizer worth $3.71M as of Q2 2026.
  • Pfizer was a new SS&H Financial Advisors position in Q2 2026.
  • Pfizer made up 0.95% of SS&H Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • SS&H Financial Advisors first reported a position in Pfizer in Q1 2022 and has held it in 16 quarters since.
  • SS&H Financial Advisors's Pfizer position peaked at $5.45M in Q1 2022.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.