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Advus Financial Partners, LLC’s Pfizer PFE Stock Holding History

Advus Financial Partners, LLC’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 		$283K Sell
11,766
-6,923
-37% -$181K 0.06% 202
2026
Q1 		$525K Buy
18,689
+1,389
+8% +$37K 0.13% 117
2025
Q4 		$431K Buy
17,300
+283
+2% +$7.14K 0.1% 137
2025
Q3 		$434K Buy
17,017
+2,011
+13% +$49.6K 0.1% 143
2025
Q2 		$364K Buy
15,006
+2,173
+17% +$50.7K 0.09% 163
2025
Q1 		$325K Buy
12,833
+783
+6% +$20.5K 0.09% 163
2024
Q4 		$320K Sell
12,050
-1,764
-13% -$47.8K 0.09% 158
2024
Q3 		$400K Buy
13,814
+225
+2% +$6.56K 0.11% 125
2024
Q2 		$380K Sell
13,589
-1,511
-10% -$41.6K 0.12% 117
2024
Q1 		$419K Buy
15,100
+1,538
+11% +$42.7K 0.13% 108
2023
Q4 		$390K Buy
13,562
+562
+4% +$17K 0.13% 100
2023
Q3 		$431K Sell
13,000
-1,875
-13% -$66.3K 0.17% 82
2023
Q2 		$546K Buy
14,875
+3,147
+27% +$122K 0.21% 70
2023
Q1 		$478K Sell
11,728
-4,227
-26% -$183K 0.2% 74
2022
Q4 		$818K Buy
15,955
+1,295
+9% +$62.1K 0.36% 47
2022
Q3 		$642K Buy
14,660
+238
+2% +$11.6K 0.34% 47
2022
Q2 		$756K Buy
14,422
+3,519
+32% +$179K 0.4% 39
2022
Q1 		$564K Buy
+10,903
New +$566K 0.29% 54
2021
Q3 		$591K Buy
+10,010
New +$443K 0.33% 41

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

Advus Financial Partners, LLC's PFE Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Pfizer (PFE) stake by 37% in Q2 2026, selling an estimated $181K and leaving 11,766 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #202.

Advus Financial Partners, LLC first reported a position in PFE in Q3 2021 and has held it in 19 quarters since. The position peaked at $818K in Q4 2022. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Advus Financial Partners, LLC held 11,766 shares of Pfizer worth $283K as of Q2 2026.
  • Advus Financial Partners, LLC sold 6,923 Pfizer shares in Q2 2026, an estimated $181K.
  • Pfizer made up 0.06% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #202 holding.
  • Advus Financial Partners, LLC first reported a position in Pfizer in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Pfizer position peaked at $818K in Q4 2022.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.