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ARS Wealth Advisors Group’s Pfizer PFE Stock Holding History

ARS Wealth Advisors 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 		$866K Buy
35,944
+8,538
+31% +$223K 0.07% 102
2026
Q1 		$770K Sell
27,406
-1,351
-5% -$36K 0.07% 99
2025
Q4 		$716K Buy
28,757
+2,170
+8% +$54.7K 0.06% 95
2025
Q3 		$677K Buy
26,587
+510
+2% +$12.6K 0.07% 94
2025
Q2 		$632K Buy
26,077
+1,838
+8% +$42.9K 0.07% 94
2025
Q1 		$614K Sell
24,239
-728
-3% -$19.1K 0.09% 83
2024
Q4 		$662K Buy
24,967
+1,176
+5% +$31.9K 0.09% 81
2024
Q3 		$689K Buy
23,791
+794
+3% +$23.2K 0.08% 87
2024
Q2 		$643K Sell
22,997
-4,222
-16% -$116K 0.08% 85
2024
Q1 		$755K Sell
27,219
-4,962
-15% -$138K 0.1% 79
2023
Q4 		$926K Sell
32,181
-158,885
-83% -$4.8M 0.14% 67
2023
Q3 		$6.34M Sell
191,066
-8,693
-4% -$307K 1.04% 37
2023
Q2 		$7.33M Buy
199,759
+8,376
+4% +$326K 1.16% 34
2023
Q1 		$7.81M Buy
191,383
+2,709
+1% +$117K 1.44% 30
2022
Q4 		$9.67M Sell
188,674
-16,717
-8% -$801K 1.59% 26
2022
Q3 		$8.99M Buy
205,391
+6,692
+3% +$325K 1.37% 28
2022
Q2 		$10.4M Buy
198,699
+137,041
+222% +$6.98M 1.43% 22
2022
Q1 		$3.19M Sell
61,658
-877
-1% -$45.5K 0.56% 35
2021
Q4 		$3.69M Sell
62,535
-2,917
-4% -$145K 0.62% 35
2021
Q3 		$2.81M Buy
+65,452
New +$2.9M 0.51% 38

Other funds holding PFE

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
Swedbank
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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ARS Wealth Advisors Group's PFE Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Pfizer (PFE) stake by 31% in Q2 2026, buying an estimated $223K and bringing the position to 35,944 shares worth $866K. The position accounts for 0.07% of the portfolio, ranked #102.

ARS Wealth Advisors Group first reported a position in PFE in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.4M in Q2 2022. 1,107 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • ARS Wealth Advisors Group held 35,944 shares of Pfizer worth $866K as of Q2 2026.
  • ARS Wealth Advisors Group bought 8,538 Pfizer shares in Q2 2026, an estimated $223K.
  • Pfizer made up 0.07% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #102 holding.
  • ARS Wealth Advisors Group first reported a position in Pfizer in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's Pfizer position peaked at $10.4M in Q2 2022.
  • 1,107 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.