Atria Investments’s Pfizer PFE Stock Holding History

Atria Investments’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 Q1	$9.78M	Sell	348,421 -8,366	-2%	-$223K	0.11%	203
2025 Q4	$8.88M	Sell	356,787 -32,349	-8%	-$816K	0.1%	219
2025 Q3	$9.92M	Buy	389,136 +13,592	+4%	+$335K	0.11%	192
2025 Q2	$9.1M	Buy	375,544 +59,750	+19%	+$1.39M	0.11%	213
2025 Q1	$8M	Buy	315,794 +48,647	+18%	+$1.27M	0.1%	230
2024 Q4	$7.09M	Sell	267,147 -33,283	-11%	-$903K	0.09%	263
2024 Q3	$8.69M	Buy	300,430 +3,243	+1%	+$94.6K	0.11%	213
2024 Q2	$8.32M	Buy	297,187 +22,412	+8%	+$617K	0.11%	204
2024 Q1	$7.63M	Buy	274,775 +29,688	+12%	+$824K	0.11%	232
2023 Q4	$7.06M	Sell	245,087 -73,011	-23%	-$2.21M	0.11%	220
2023 Q3	$10.6M	Buy	318,098 +27,382	+9%	+$968K	0.19%	120
2023 Q2	$10.7M	Buy	290,716 +98	+0%	+$3.81K	0.19%	119
2023 Q1	$11.9M	Buy	290,618 +5,819	+2%	+$251K	0.22%	102
2022 Q4	$14.6M	Buy	284,799 +47,386	+20%	+$2.27M	0.3%	73
2022 Q3	$10.4M	Sell	237,413 -20,171	-8%	-$980K	0.23%	98
2022 Q2	$13.5M	Buy	257,584 +14,341	+6%	+$731K	0.28%	75
2022 Q1	$12.6M	Buy	243,243 +23,572	+11%	+$1.22M	0.22%	103
2021 Q4	$13M	Sell	219,671 -3,818	-2%	-$189K	0.23%	103
2021 Q3	$9.61M	Sell	223,489 -5,254	-2%	-$233K	0.17%	133
2021 Q2	$8.96M	Buy	228,743 +15,117	+7%	+$588K	0.17%	133
2021 Q1	$7.74M	Buy	213,626 +7,926	+4%	+$281K	0.17%	135
2020 Q4	$7.57M	Sell	205,700 -39,880	-16%	-$1.46M	0.18%	133
2020 Q3	$8.55M	Buy	245,580 +19,545	+9%	+$685K	0.26%	91
2020 Q2	$7.01M	Buy	+226,035	New	+$7.68M	0.24%	100
2020 Q1	–	Sell	-372,297	Closed	-$13.8M	–	1001
2019 Q4	$13.8M	Buy	372,297 +156,931	+73%	+$5.59M	0.37%	52
2019 Q3	$7.34M	Buy	215,366 +9,976	+5%	+$363K	0.26%	80
2019 Q2	$6.79M	Buy	205,390 +47,242	+30%	+$1.88M	0.25%	86
2019 Q1	$6.37M	Sell	158,148 -5,721	-3%	-$229K	0.27%	78
2018 Q4	$6.79M	Sell	163,869 -58,490	-26%	-$2.43M	0.3%	57
2018 Q3	$9.3M	Sell	222,359 -7,666	-3%	-$295K	0.37%	47
2018 Q2	$7.92M	Sell	230,025 -12,895	-5%	-$441K	0.35%	53
2018 Q1	$8.18M	Sell	242,920 -4,359	-2%	-$150K	0.39%	41
2017 Q4	$8.5M	Buy	247,279 +27,117	+12%	+$925K	0.42%	39
2017 Q3	$7.46M	Buy	220,162 +3,209	+1%	+$103K	0.41%	42
2017 Q2	$6.91M	Buy	216,953 +13,137	+6%	+$414K	0.42%	41
2017 Q1	$6.62M	Buy	203,816 +30,508	+18%	+$962K	0.43%	39
2016 Q4	$5.34M	Buy	173,308 +37,372	+27%	+$1.14M	0.41%	41
2016 Q3	$4.37M	Buy	135,936 +31,837	+31%	+$1.06M	0.4%	42
2016 Q2	$3.53M	Buy	104,099 +11,688	+13%	+$373K	0.38%	39
2016 Q1	$2.6M	Buy	92,411 +12,400	+15%	+$354K	0.3%	49
2015 Q4	$2.35M	Buy	80,011 +14,351	+22%	+$451K	0.26%	60
2015 Q3	$1.96M	Buy	65,660 +2,884	+5%	+$92.5K	0.27%	60
2015 Q2	$2M	Sell	62,776 -9,227	-13%	-$301K	0.23%	60
2015 Q1	$2.38M	Sell	72,003 -8,589	-11%	-$273K	0.27%	58
2014 Q4	$2.38M	Buy	80,592 +4,563	+6%	+$131K	0.25%	66
2014 Q3	$2.13M	Buy	76,029 +802	+1%	+$22.5K	0.22%	89
2014 Q2	$2.12M	Buy	75,227 +3,291	+5%	+$93.8K	0.21%	95
2014 Q1	$2.19M	Buy	71,936 +6,421	+10%	+$191K	0.22%	85
2013 Q4	$1.9M	Sell	65,515 -2,188	-3%	-$63.7K	0.19%	105
2013 Q3	$1.84M	Buy	67,703 +840	+1%	+$22.9K	0.19%	77
2013 Q2	$1.78M	Buy	+66,863	New	+$1.85M	0.22%	68

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Atria Investments's PFE Position: Q1 2026 in Review

Atria Investments reduced its Pfizer (PFE) stake by 2.3% in Q1 2026, selling an estimated $223K and leaving 348,421 shares worth $9.78M. The position accounts for 0.11% of the portfolio, ranked #203.

Atria Investments first reported a position in PFE in Q2 2013 and has held it in 51 quarters since. The position peaked at $14.6M in Q4 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Atria Investments held 348,421 shares of Pfizer worth $9.78M as of Q1 2026.
Atria Investments sold 8,366 Pfizer shares in Q1 2026, an estimated $223K.
Pfizer made up 0.11% of Atria Investments's portfolio in Q1 2026, its #203 holding.
Atria Investments first reported a position in Pfizer in Q2 2013 and has held it in 51 quarters since.
Atria Investments's Pfizer position peaked at $14.6M in Q4 2022.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.