Bridgewealth Advisory Group’s Pfizer PFE Stock Holding History

Bridgewealth Advisory 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	$437K	Buy	18,158 +2,363	+15%	+$61.8K	0.08%	87
2026 Q1	$444K	Sell	15,795 -97	-0.6%	-$2.58K	0.09%	86
2025 Q4	$396K	Sell	15,892 -48	-0.3%	-$1.21K	0.09%	84
2025 Q3	$406K	Sell	15,940 -1,959	-11%	-$48.4K	0.09%	78
2025 Q2	$434K	Buy	+17,899	New	+$417K	0.11%	72
2025 Q1	–	Sell	-13,225	Closed	-$339K	–	91
2024 Q4	$339K	Buy	13,225 +3,152	+31%	+$85.5K	0.1%	76
2024 Q3	$292K	Buy	10,073 +1,309	+15%	+$38.2K	0.11%	62
2024 Q2	$245K	Sell	8,764 -131	-1%	-$3.61K	0.11%	60
2024 Q1	$247K	Buy	+8,895	New	+$247K	0.12%	63

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Bridgewealth Advisory Group's PFE Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Pfizer (PFE) stake by 15% in Q2 2026, buying an estimated $61.8K and bringing the position to 18,158 shares worth $437K. The position accounts for 0.08% of the portfolio, ranked #87.

Bridgewealth Advisory Group first reported a position in PFE in Q1 2024 and has held it in 9 quarters since. The position peaked at $444K in Q1 2026. 991 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Bridgewealth Advisory Group held 18,158 shares of Pfizer worth $437K as of Q2 2026.
Bridgewealth Advisory Group bought 2,363 Pfizer shares in Q2 2026, an estimated $61.8K.
Pfizer made up 0.08% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #87 holding.
Bridgewealth Advisory Group first reported a position in Pfizer in Q1 2024 and has held it in 9 quarters since.
Bridgewealth Advisory Group's Pfizer position peaked at $444K in Q1 2026.
991 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.