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Central Valley Advisors’s Pfizer PFE Stock Holding History

Central Valley 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 		– Sell
-7,247
Closed -$203K – 200
2026
Q1 		$203K Buy
+7,247
New +$193K 0.06% 184
2024
Q3 		– Sell
-3,395
Closed -$268K – 158
2024
Q2 		$268K Buy
+3,395
New +$93.5K 0.11% 102
2024
Q1 		– Sell
-7,353
Closed -$212K – 164
2023
Q4 		$212K Buy
+7,353
New +$222K 0.12% 132

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Central Valley Advisors's PFE Position: Q2 2026 in Review

Central Valley Advisors sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,247 shares — an estimated $203K sold.

Central Valley Advisors first reported a position in PFE in Q4 2023 and held it in 3 quarters. The position peaked at $268K in Q2 2024. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Central Valley Advisors reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Central Valley Advisors sold 7,247 Pfizer shares in Q2 2026, an estimated $203K.
  • Central Valley Advisors first reported a position in Pfizer in Q4 2023 and held it in 3 quarters.
  • Central Valley Advisors's Pfizer position peaked at $268K in Q2 2024.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.