Virtus Family Office’s Pfizer PFE Stock Holding History

Virtus Family Office’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	$1.7M	Buy	70,574 +6,173	+10%	+$161K	1.34%	31
2026 Q1	$1.81M	Buy	64,401 +277	+0.4%	+$7.38K	1.54%	19
2025 Q4	$1.6M	Buy	64,124 +251	+0.4%	+$6.33K	1.38%	26
2025 Q3	$1.63M	Buy	63,873 +11,479	+22%	+$283K	1.52%	24
2025 Q2	$1.27M	Sell	52,394 -28,805	-35%	-$672K	1.63%	27
2025 Q1	$2.06M	Sell	81,199 -726	-0.9%	-$19K	2.64%	16
2024 Q4	$2.17M	Buy	81,925 +19,702	+32%	+$534K	2.72%	14
2024 Q3	$1.8M	Sell	62,223 -457	-0.7%	-$13.3K	2.38%	19
2024 Q2	$1.75M	Buy	62,680 +8,065	+15%	+$222K	2.39%	20
2024 Q1	$1.52M	Hold	54,615	–	–	2.42%	20
2023 Q4	$1.57M	Buy	54,615 +9,363	+21%	+$283K	2.63%	21
2023 Q3	$1.5M	Buy	45,252 +10,342	+30%	+$366K	2.73%	16
2023 Q2	$1.28M	Buy	+34,910	New	+$1.36M	2.37%	20
2022 Q4	–	Sell	-19,332	Closed	-$846K	–	41
2022 Q3	$846K	Buy	+19,332	New	+$939K	2.16%	23

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

Virtus Family Office's PFE Position: Q2 2026 in Review

Virtus Family Office increased its Pfizer (PFE) stake by 9.6% in Q2 2026, buying an estimated $161K and bringing the position to 70,574 shares worth $1.7M. The position accounts for 1.34% of the portfolio, ranked #31.

Virtus Family Office first reported a position in PFE in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.17M in Q4 2024. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Virtus Family Office held 70,574 shares of Pfizer worth $1.7M as of Q2 2026.
Virtus Family Office bought 6,173 Pfizer shares in Q2 2026, an estimated $161K.
Pfizer made up 1.34% of Virtus Family Office's portfolio in Q2 2026, its #31 holding.
Virtus Family Office first reported a position in Pfizer in Q3 2022 and has held it in 14 quarters since.
Virtus Family Office's Pfizer position peaked at $2.17M in Q4 2024.
2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Virtus Family Office's 13F filing for Q2 2026, filed 4 Aug 2026.