TSG Advice Partners’s Pfizer PFE Stock Holding History

TSG Advice Partners’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 Q1	$832K	Buy	29,639 +4,291	+17%	+$114K	0.12%	58
2025 Q4	$631K	Buy	+25,348	New	+$639K	0.1%	57

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

TSG Advice Partners's PFE Position: Q1 2026 in Review

TSG Advice Partners increased its Pfizer (PFE) stake by 17% in Q1 2026, buying an estimated $114K and bringing the position to 29,639 shares worth $832K. The position accounts for 0.12% of the portfolio, ranked #58.

TSG Advice Partners first reported a position in PFE in Q4 2025 and has held it in 2 quarters since. 2,952 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

TSG Advice Partners held 29,639 shares of Pfizer worth $832K as of Q1 2026.
TSG Advice Partners bought 4,291 Pfizer shares in Q1 2026, an estimated $114K.
Pfizer made up 0.12% of TSG Advice Partners's portfolio in Q1 2026, its #58 holding.
TSG Advice Partners first reported a position in Pfizer in Q4 2025 and has held it in 2 quarters since.
2,952 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.