VisionPoint Advisory Group
PFE icon

VisionPoint Advisory Group’s Pfizer PFE Stock Holding History

VisionPoint Advisory Group’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
Q3 		$299K Buy
10,479
+612
+6% +$16.3K 0.05% 349
2026
Q2 		$238K Sell
9,867
-2,595
-21% -$67.9K 0.04% 415
2026
Q1 		$350K Sell
12,462
-1,981
-14% -$52.7K 0.07% 288
2025
Q4 		$360K Buy
14,443
+4,237
+42% +$107K 0.07% 267
2025
Q3 		$260K Buy
10,206
+1,123
+12% +$27.7K 0.05% 326
2025
Q2 		$220K Buy
+9,083
New +$212K 0.05% 334
2024
Q3 		– Sell
-3
Closed -$84 – 623
2024
Q2 		$84 Sell
3
-81
-96% -$2.23K ﹤0.01% 771
2024
Q1 		$2.33K Hold
84
– – ﹤0.01% 658
2023
Q4 		$2.42K Sell
84
-965
-92% -$29.2K ﹤0.01% 594
2023
Q3 		$34.8K Buy
1,049
+1,047
+52,350% +$37K 0.01% 283
2023
Q2 		$73 Buy
+2
New +$78 ﹤0.01% 607
2021
Q2 		– Sell
-11,506
Closed -$417K – 109
2021
Q1 		$417K Sell
11,506
-10,844
-49% -$385K 0.2% 83
2020
Q4 		$823K Sell
22,350
-104,778
-82% -$3.84M 0.41% 55
2020
Q3 		$4.43M Sell
127,128
-34,674
-21% -$1.22M 1.91% 6
2020
Q2 		$5.78M Buy
161,802
+354
+0.2% +$12K 2.34% 4
2020
Q1 		$5M Buy
+161,448
New +$5.5M 2.34% 6

Other funds holding PFE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

VisionPoint Advisory Group's PFE Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Pfizer (PFE) stake by 6.2% in Q3 2026, buying an estimated $16.3K and bringing the position to 10,479 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #349.

VisionPoint Advisory Group first reported a position in PFE in Q1 2020 and has held it in 16 quarters since. The position peaked at $5.78M in Q2 2020. 529 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • VisionPoint Advisory Group held 10,479 shares of Pfizer worth $299K as of Q3 2026.
  • VisionPoint Advisory Group bought 612 Pfizer shares in Q3 2026, an estimated $16.3K.
  • Pfizer made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #349 holding.
  • VisionPoint Advisory Group first reported a position in Pfizer in Q1 2020 and has held it in 16 quarters since.
  • VisionPoint Advisory Group's Pfizer position peaked at $5.78M in Q2 2020.
  • 529 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.