VestGen Advisors’s Pfizer PFE Stock Holding History

VestGen 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	$1.8M	Sell	74,689 -4,762	-6%	-$125K	0.05%	328
2026 Q1	$2.06M	Buy	79,451 +12,488	+19%	+$332K	0.05%	299
2025 Q4	$1.67M	Buy	66,963 +2,130	+3%	+$53.7K	0.07%	261
2025 Q3	$1.65M	Buy	64,833 +26,433	+69%	+$652K	0.06%	277
2025 Q2	$931K	Buy	38,400 +1,123	+3%	+$26.2K	0.04%	338
2025 Q1	$945K	Buy	+37,277	New	+$975K	0.04%	314

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

Norges Bank Oslo, Norway $1T AUM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VestGen Advisors's PFE Position: Q2 2026 in Review

VestGen Advisors reduced its Pfizer (PFE) stake by 6% in Q2 2026, selling an estimated $125K and leaving 74,689 shares worth $1.8M. The position accounts for 0.05% of the portfolio, ranked #328.

VestGen Advisors first reported a position in PFE in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.06M in Q1 2026. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

VestGen Advisors held 74,689 shares of Pfizer worth $1.8M as of Q2 2026.
VestGen Advisors sold 4,762 Pfizer shares in Q2 2026, an estimated $125K.
Pfizer made up 0.05% of VestGen Advisors's portfolio in Q2 2026, its #328 holding.
VestGen Advisors first reported a position in Pfizer in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Pfizer position peaked at $2.06M in Q1 2026.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.