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Valeo Financial Advisors’s Pfizer PFE Stock Holding History

Valeo 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
2022
Q1 		– Sell
-100
Closed -$6K – 675
2021
Q4 		$6K Buy
+100
New +$4.96K ﹤0.01% 593

Other funds holding PFE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valeo Financial Advisors's PFE Position: Q2 2026 in Review

Valeo Financial Advisors increased its Pfizer (PFE) stake by 6.5% in Q2 2026, buying an estimated $271K and bringing the position to 169,378 shares worth $4.08M. The position accounts for 0.09% of the portfolio, ranked #106.

Valeo Financial Advisors first reported a position in PFE in Q3 2017 and has held it in 36 quarters since. The position peaked at $11.5M in Q4 2021. 1,715 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Valeo Financial Advisors held 169,378 shares of Pfizer worth $4.08M as of Q2 2026.
  • Valeo Financial Advisors bought 10,375 Pfizer shares in Q2 2026, an estimated $271K.
  • Pfizer made up 0.09% of Valeo Financial Advisors's portfolio in Q2 2026, its #106 holding.
  • Valeo Financial Advisors first reported a position in Pfizer in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Pfizer position peaked at $11.5M in Q4 2021.
  • 1,715 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.