SEC 13F Intelligence

Beacon Pointe Advisors, LLC / PFE

Beacon Pointe Advisors, LLC’s Pfizer Inc Position

Does Beacon Pointe Advisors, LLC own Pfizer Inc (PFE)? Yes — 1.17M shares worth $33M (+0.17% of its 13F portfolio) as of Q1 2026, up from 960.6K shares the prior filed quarter.

Position Value
$33M
Q1 2026
Shares
1.17M
% of Portfolio
+0.17%
Quarters Held
30
currently held

Position History PFE

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $819,000Q4 ’19: $1MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $7MQ3 ’21: $12MQ4 ’21: $16MQ4 ’21Q1 ’22: $28MQ2 ’22: $22MQ3 ’22: $19MQ4 ’22: $24MQ4 ’22Q1 ’23: $19MQ2 ’23: $18MQ3 ’23: $45MQ4 ’23: $29MQ4 ’23Q1 ’24: $39MQ2 ’24: $42MQ3 ’24: $44MQ4 ’24: $26MQ4 ’24Q1 ’25: $38MQ2 ’25: $22MQ3 ’25: $24MQ4 ’25: $24MQ4 ’25Q1 ’26: $33Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.17M$33M+0.17%
Q4 2025960.6K$24M+0.17%
Q3 2025952.2K$24M+0.21%
Q2 2025909.4K$22M+0.23%
Q1 20251.52M$38M+0.43%
Q4 2024961.3K$26M+0.28%
Q3 20241.53M$44M+0.51%
Q2 20241.52M$42M+0.50%
Q1 20241.42M$39M+0.44%
Q4 20231.02M$29M+0.35%
Q3 20231.35M$45M+0.56%
Q2 2023486.8K$18M+0.29%
Q1 2023469.2K$19M+0.33%
Q4 2022466.5K$24M+0.46%
Q3 2022439.5K$19M+0.43%
Q2 2022420.9K$22M+0.47%
Q1 2022539.3K$28M+0.38%
Q4 2021268.5K$16M+0.41%
Q3 2021272.8K$12M+0.29%
Q2 2021186.8K$7M+0.26%
Q1 202190.4K$3M+0.20%
Q4 202093.4K$3M+0.23%
Q3 202075.6K$3M+0.27%
Q2 202080.4K$3M+0.26%
Q1 202067.2K$2M+0.35%
Q4 201926.8K$1M+0.33%
Q3 201922.8K$819,000+0.35%
Q2 201927.3K$1M+0.43%
Q1 201928.2K$1M+0.45%
Q4 201825.6K$1M+0.68%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beacon Pointe Advisors, LLC’s full portfolio or all institutional holders of PFE.