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 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

VisionPoint Advisory Group's PFE Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Pfizer (PFE) stake by 21% in Q2 2026, selling an estimated $67.9K and leaving 9,867 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #415.

VisionPoint Advisory Group first reported a position in PFE in Q1 2020 and has held it in 15 quarters since. The position peaked at $5.78M in Q2 2020. 491 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

VisionPoint Advisory Group held 9,867 shares of Pfizer worth $238K as of Q2 2026.
VisionPoint Advisory Group sold 2,595 Pfizer shares in Q2 2026, an estimated $67.9K.
Pfizer made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #415 holding.
VisionPoint Advisory Group first reported a position in Pfizer in Q1 2020 and has held it in 15 quarters since.
VisionPoint Advisory Group's Pfizer position peaked at $5.78M in Q2 2020.
491 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.