Cascade Investment Advisors’s Pfizer PFE Stock Holding History

Cascade Investment 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	$1.63M	Buy	67,874 +4,325	+7%	+$113K	0.89%	45
2026 Q1	$1.78M	Buy	63,549 +325	+0.5%	+$8.65K	1.06%	34
2025 Q4	$1.57M	Sell	63,224 -1,525	-2%	-$38.5K	0.93%	45
2025 Q3	$1.65M	Buy	64,749 +1,380	+2%	+$34.1K	1%	38
2025 Q2	$1.54M	Sell	63,369 -1,040	-2%	-$24.3K	0.99%	41
2025 Q1	$1.63M	Buy	64,409 +1,265	+2%	+$33.1K	1.1%	35
2024 Q4	$1.68M	Buy	63,144 +3,235	+5%	+$87.7K	1.07%	32
2024 Q3	$1.73M	Sell	59,909 -85	-0.1%	-$2.48K	1.1%	34
2024 Q2	$1.68M	Buy	59,994 +1,035	+2%	+$28.5K	1.13%	31
2024 Q1	$1.64M	Buy	58,959 +2,425	+4%	+$67.3K	1.07%	36
2023 Q4	$1.63M	Buy	56,534 +9,445	+20%	+$286K	1.16%	33
2023 Q3	$1.56M	Buy	+47,089	New	+$1.67M	1.24%	24
2023 Q2	–	Sell	-5,319	Closed	-$217K	–	185
2023 Q1	$217K	Hold	5,319	–	–	0.17%	102
2022 Q4	$273K	Hold	5,319	–	–	0.23%	105
2022 Q3	$248K	Hold	5,319	–	–	0.21%	103
2022 Q2	$279K	Hold	5,319	–	–	0.22%	103
2022 Q1	$275K	Hold	5,319	–	–	0.17%	111
2021 Q4	$314K	Hold	5,319	–	–	0.18%	113
2021 Q3	$229K	Hold	5,319	–	–	0.15%	110
2021 Q2	$208K	Hold	5,319	–	–	0.13%	109
2021 Q1	$193K	Hold	5,319	–	–	0.13%	112
2020 Q4	$196K	Sell	5,319 -151	-3%	-$5.54K	0.14%	108
2020 Q3	$190K	Hold	5,470	–	–	0.16%	107
2020 Q2	$170K	Hold	5,470	–	–	0.16%	102
2020 Q1	$169K	Hold	5,470	–	–	0.19%	100
2019 Q4	$203K	Hold	5,470	–	–	0.16%	105
2019 Q3	$186K	Sell	5,470 -75	-1%	-$2.73K	0.14%	104
2019 Q2	$228K	Hold	5,545	–	–	0.19%	95
2019 Q1	$223K	Sell	5,545 -211	-4%	-$8.45K	0.2%	97
2018 Q4	$238K	Hold	5,756	–	–	0.24%	88
2018 Q3	$241K	Hold	5,756	–	–	0.2%	94
2018 Q2	$198K	Buy	5,756 +128	+2%	+$4.37K	0.18%	96
2018 Q1	$190K	Hold	5,628	–	–	0.15%	96
2017 Q4	$193K	Buy	5,628 +707	+14%	+$24.1K	0.15%	98
2017 Q3	$167K	Hold	4,921	–	–	0.14%	98
2017 Q2	$157K	Buy	4,921 +2,319	+89%	+$73.1K	0.13%	99
2017 Q1	$84.5K	Buy	2,602 +210	+9%	+$6.62K	0.07%	103
2016 Q4	$73.7K	Buy	+2,392	New	+$73K	0.06%	104
2016 Q2	$79.9K	Buy	+2,392	New	+$76.3K	0.08%	93

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

Cascade Investment Advisors's PFE Position: Q2 2026 in Review

Cascade Investment Advisors increased its Pfizer (PFE) stake by 6.8% in Q2 2026, buying an estimated $113K and bringing the position to 67,874 shares worth $1.63M. The position accounts for 0.89% of the portfolio, ranked #45.

Cascade Investment Advisors first reported a position in PFE in Q2 2016 and has held it in 39 quarters since. The position peaked at $1.78M in Q1 2026. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Cascade Investment Advisors held 67,874 shares of Pfizer worth $1.63M as of Q2 2026.
Cascade Investment Advisors bought 4,325 Pfizer shares in Q2 2026, an estimated $113K.
Pfizer made up 0.89% of Cascade Investment Advisors's portfolio in Q2 2026, its #45 holding.
Cascade Investment Advisors first reported a position in Pfizer in Q2 2016 and has held it in 39 quarters since.
Cascade Investment Advisors's Pfizer position peaked at $1.78M in Q1 2026.
900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.