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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Virtus Family Office's PFE Position: Q1 2026 in Review

Virtus Family Office increased its Pfizer (PFE) stake by 0.43% in Q1 2026, buying an estimated $7.38K and bringing the position to 64,401 shares worth $1.81M. The position accounts for 1.54% of the portfolio, ranked #19.

Virtus Family Office first reported a position in PFE in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.17M in Q4 2024. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Virtus Family Office held 64,401 shares of Pfizer worth $1.81M as of Q1 2026.
Virtus Family Office bought 277 Pfizer shares in Q1 2026, an estimated $7.38K.
Pfizer made up 1.54% of Virtus Family Office's portfolio in Q1 2026, its #19 holding.
Virtus Family Office first reported a position in Pfizer in Q3 2022 and has held it in 13 quarters since.
Virtus Family Office's Pfizer position peaked at $2.17M in Q4 2024.
2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Virtus Family Office's 13F filing for Q1 2026, filed 7 May 2026.