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Visionary Wealth Advisors’s Pfizer PFE Stock Holding History

Visionary Wealth 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 		$3.87M Buy
160,713
+877
+0.5% +$22.9K 0.15% 145
2026
Q1 		$4.49M Buy
159,836
+11,092
+7% +$295K 0.2% 125
2025
Q4 		$3.7M Sell
148,744
-1,633
-1% -$41.2K 0.17% 135
2025
Q3 		$3.83M Sell
150,377
-45,147
-23% -$1.11M 0.18% 127
2025
Q2 		$4.74M Buy
195,524
+1,619
+0.8% +$37.8K 0.24% 100
2025
Q1 		$4.91M Sell
193,905
-24,900
-11% -$652K 0.3% 88
2024
Q4 		$5.8M Buy
218,805
+7,955
+4% +$216K 0.34% 81
2024
Q3 		$6.1M Sell
210,850
-2,019
-0.9% -$58.9K 0.37% 78
2024
Q2 		$5.96M Buy
212,869
+61
+0% +$1.68K 0.39% 73
2024
Q1 		$5.91M Buy
212,808
+1,980
+0.9% +$54.9K 0.4% 73
2023
Q4 		$6.07M Sell
210,828
-2,832
-1% -$85.6K 0.45% 60
2023
Q3 		$7.09M Buy
213,660
+1,855
+0.9% +$65.6K 0.57% 47
2023
Q2 		$7.77M Buy
211,805
+1,873
+0.9% +$72.9K 0.62% 36
2023
Q1 		$8.57M Sell
209,932
-19,702
-9% -$851K 0.73% 33
2022
Q4 		$11.8M Sell
229,634
-4,445
-2% -$213K 1.09% 20
2022
Q3 		$10.2M Sell
234,079
-1,873
-0.8% -$91K 1.06% 22
2022
Q2 		$12.4M Sell
235,952
-76,698
-25% -$3.91M 1.11% 18
2022
Q1 		$16.2M Buy
312,650
+7,021
+2% +$364K 1.3% 16
2021
Q4 		$18M Buy
305,629
+851
+0.3% +$42.2K 1.48% 17
2021
Q3 		$13.1M Sell
304,778
-6,663
-2% -$295K 1.35% 21
2021
Q2 		$12.2M Buy
311,441
+1,242
+0.4% +$48.3K 1.23% 24
2021
Q1 		$11.2M Buy
310,199
+15,362
+5% +$545K 1.18% 23
2020
Q4 		$10.9M Sell
294,837
-7,257
-2% -$266K 1.22% 23
2020
Q3 		$10.5M Buy
302,094
+14,695
+5% +$515K 1.48% 17
2020
Q2 		$8.92M Buy
287,399
+21,708
+8% +$737K 1.36% 20
2020
Q1 		$8.23M Buy
265,691
+14,522
+6% +$495K 1.55% 17
2019
Q4 		$9.34M Buy
+251,169
New +$8.95M 1.67% 17

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Visionary Wealth Advisors's PFE Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Pfizer (PFE) stake by 0.55% in Q2 2026, buying an estimated $22.9K and bringing the position to 160,713 shares worth $3.87M. The position accounts for 0.15% of the portfolio, ranked #145.

Visionary Wealth Advisors first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $18M in Q4 2021. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Visionary Wealth Advisors held 160,713 shares of Pfizer worth $3.87M as of Q2 2026.
  • Visionary Wealth Advisors bought 877 Pfizer shares in Q2 2026, an estimated $22.9K.
  • Pfizer made up 0.15% of Visionary Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • Visionary Wealth Advisors first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's Pfizer position peaked at $18M in Q4 2021.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.