4A
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4Wealth Advisors’s Pfizer PFE Stock Holding History

4Wealth 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 		$390K Sell
16,017
-499
-3% -$13.1K 0.3% 97
2026
Q1 		$459K Buy
16,516
+650
+4% +$17.3K 0.39% 84
2025
Q4 		$395K Buy
15,866
+1,168
+8% +$29.5K 0.34% 96
2025
Q3 		$375K Buy
14,698
+1,329
+10% +$32.8K 0.33% 94
2025
Q2 		$324K Sell
13,369
-121
-0.9% -$2.82K 0.33% 95
2025
Q1 		$342K Buy
13,490
+2,779
+26% +$72.7K 0.37% 95
2024
Q4 		$284K Buy
+10,711
New +$291K 0.28% 119

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

4Wealth Advisors's PFE Position: Q2 2026 in Review

4Wealth Advisors reduced its Pfizer (PFE) stake by 3% in Q2 2026, selling an estimated $13.1K and leaving 16,017 shares worth $390K. The position accounts for 0.3% of the portfolio, ranked #97.

4Wealth Advisors first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $459K in Q1 2026. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • 4Wealth Advisors held 16,017 shares of Pfizer worth $390K as of Q2 2026.
  • 4Wealth Advisors sold 499 Pfizer shares in Q2 2026, an estimated $13.1K.
  • Pfizer made up 0.3% of 4Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • 4Wealth Advisors first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • 4Wealth Advisors's Pfizer position peaked at $459K in Q1 2026.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.