Cladis Investment Advisory’s Pfizer PFE Stock Holding History

Cladis Investment Advisory’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	$1.48M	Sell	61,551 -497	-0.8%	-$13K	0.69%	47
2026 Q1	$1.74M	Sell	62,048 -2,897	-4%	-$77.1K	0.96%	26
2025 Q4	$1.62M	Sell	64,945 -1,507	-2%	-$38K	0.89%	32
2025 Q3	$1.69M	Sell	66,452 -2,228	-3%	-$55K	0.97%	30
2025 Q2	$1.66M	Buy	68,680 +9,053	+15%	+$211K	1.04%	27
2025 Q1	$1.51M	Sell	59,627 -3,547	-6%	-$92.8K	1.09%	28
2024 Q4	$1.68M	Buy	63,174 +5,036	+9%	+$137K	1.19%	23
2024 Q3	$1.68M	Buy	58,138 +1,228	+2%	+$35.8K	1.17%	22
2024 Q2	$1.59M	Buy	56,910 +1,302	+2%	+$35.8K	1.16%	22
2024 Q1	$1.54M	Buy	55,608 +7,703	+16%	+$214K	1.13%	24
2023 Q4	$1.38M	Buy	47,905 +6,392	+15%	+$193K	1.08%	28
2023 Q3	$1.38M	Sell	41,513 -274	-0.7%	-$9.69K	1.21%	22
2023 Q2	$1.53M	Sell	41,787 -518	-1%	-$20.2K	1.33%	19
2023 Q1	$1.73M	Sell	42,305 -88	-0.2%	-$3.8K	1.55%	16
2022 Q4	$2.17M	Sell	42,393 -498	-1%	-$23.9K	2.16%	5
2022 Q3	$1.88M	Sell	42,891 -690	-2%	-$33.5K	2.03%	8
2022 Q2	$2.28M	Sell	43,581 -2,399	-5%	-$122K	2.28%	5
2022 Q1	$2.38M	Sell	45,980 -249	-0.5%	-$12.9K	1.93%	4
2021 Q4	$2.73M	Buy	+46,229	New	+$2.29M	2.19%	4

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cladis Investment Advisory's PFE Position: Q2 2026 in Review

Cladis Investment Advisory reduced its Pfizer (PFE) stake by 0.8% in Q2 2026, selling an estimated $13K and leaving 61,551 shares worth $1.48M. The position accounts for 0.69% of the portfolio, ranked #47.

Cladis Investment Advisory first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.73M in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Cladis Investment Advisory held 61,551 shares of Pfizer worth $1.48M as of Q2 2026.
Cladis Investment Advisory sold 497 Pfizer shares in Q2 2026, an estimated $13K.
Pfizer made up 0.69% of Cladis Investment Advisory's portfolio in Q2 2026, its #47 holding.
Cladis Investment Advisory first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
Cladis Investment Advisory's Pfizer position peaked at $2.73M in Q4 2021.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.