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Alliance Wealth Advisors (Utah)’s Pfizer PFE Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$237K Sell
9,862
-1,620
-14% -$42.4K 0.04% 215
2026
Q1 		$322K Sell
11,482
-4,115
-26% -$110K 0.07% 181
2025
Q4 		$388K Sell
15,597
-4,246
-21% -$107K 0.08% 191
2025
Q3 		$506K Buy
19,843
+3,677
+23% +$90.8K 0.12% 176
2025
Q2 		$392K Buy
16,166
+896
+6% +$20.9K 0.09% 190
2025
Q1 		$387K Buy
15,270
+2,699
+21% +$70.6K 0.1% 184
2024
Q4 		$334K Buy
12,571
+669
+6% +$18.1K 0.09% 206
2024
Q3 		$344K Buy
11,902
+1,351
+13% +$39.4K 0.09% 191
2024
Q2 		$295K Sell
10,551
-1,378
-12% -$37.9K 0.09% 191
2024
Q1 		$331K Buy
11,929
+2,768
+30% +$76.8K 0.1% 190
2023
Q4 		$264K Sell
9,161
-8,450
-48% -$255K 0.09% 209
2023
Q3 		$584K Buy
17,611
+2,722
+18% +$96.3K 0.22% 105
2023
Q2 		$546K Buy
14,889
+1,538
+12% +$59.9K 0.2% 113
2023
Q1 		$545K Buy
13,351
+2,045
+18% +$88.3K 0.22% 111
2022
Q4 		$579K Buy
+11,306
New +$542K 0.26% 93

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

Alliance Wealth Advisors (Utah)'s PFE Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Pfizer (PFE) stake by 14% in Q2 2026, selling an estimated $42.4K and leaving 9,862 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #215.

Alliance Wealth Advisors (Utah) first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $584K in Q3 2023. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 9,862 shares of Pfizer worth $237K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 1,620 Pfizer shares in Q2 2026, an estimated $42.4K.
  • Pfizer made up 0.04% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #215 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Pfizer position peaked at $584K in Q3 2023.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.