Claro Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.13M | Buy |
47,000
+141
| +0.3% | +$3.69K | 0.12% | 150 |
|
|
2026
Q1 | $1.32M | Sell |
46,859
-252
| -0.5% | -$6.71K | 0.16% | 120 |
|
|
2025
Q4 | $1.17M | Sell |
47,111
-848
| -2% | -$21.4K | 0.16% | 118 |
|
|
2025
Q3 | $1.22M | Sell |
47,959
-2,148
| -4% | -$53K | 0.18% | 105 |
|
|
2025
Q2 | $1.21M | Sell |
50,107
-7,957
| -14% | -$186K | 0.2% | 99 |
|
|
2025
Q1 | $1.47M | Buy |
58,064
+6,651
| +13% | +$174K | 0.2% | 96 |
|
|
2024
Q4 | $1.36M | Buy |
51,413
+9,651
| +23% | +$262K | 0.18% | 100 |
|
|
2024
Q3 | $1.21M | Buy |
41,762
+879
| +2% | +$25.6K | 0.16% | 123 |
|
|
2024
Q2 | $1.14M | Buy |
40,883
+1,355
| +3% | +$37.3K | 0.18% | 113 |
|
|
2024
Q1 | $1.1M | Buy |
39,528
+456
| +1% | +$12.7K | 0.19% | 117 |
|
|
2023
Q4 | $1.12M | Sell |
39,072
-14,704
| -27% | -$444K | 0.24% | 88 |
|
|
2023
Q3 | $1.78M | Sell |
53,776
-4,982
| -8% | -$176K | 0.45% | 45 |
|
|
2023
Q2 | $2.16M | Sell |
58,758
-976
| -2% | -$38K | 0.54% | 36 |
|
|
2023
Q1 | $2.44M | Buy |
59,734
+1,713
| +3% | +$74K | 0.72% | 27 |
|
|
2022
Q4 | $2.97M | Buy |
58,021
+3,806
| +7% | +$182K | 0.97% | 19 |
|
|
2022
Q3 | $2.84M | Hold |
54,215
| – | – | 1.13% | 16 |
|
|
2022
Q2 | $2.84M | Buy |
54,215
+97
| +0.2% | +$4.94K | 1.13% | 16 |
|
|
2022
Q1 | $3.2M | Hold |
54,118
| – | – | 1.15% | 15 |
|
|
2021
Q4 | $3.2M | Buy |
54,118
+382
| +0.7% | +$18.9K | 1.15% | 15 |
|
|
2021
Q3 | $2.31M | Buy |
53,736
+594
| +1% | +$26.3K | 0.97% | 18 |
|
|
2021
Q2 | $2.08M | Sell |
53,142
-568
| -1% | -$22.1K | 0.94% | 21 |
|
|
2021
Q1 | $1.95M | Buy |
53,710
+677
| +1% | +$24K | 0.99% | 21 |
|
|
2020
Q4 | $1.95M | Sell |
53,033
-9,481
| -15% | -$348K | 1.04% | 17 |
|
|
2020
Q3 | $2.18M | Buy |
62,514
+852
| +1% | +$29.9K | 1.38% | 11 |
|
|
2020
Q2 | $1.91M | Buy |
61,662
+660
| +1% | +$22.4K | 1.32% | 13 |
|
|
2020
Q1 | $1.89M | Buy |
61,002
+1,058
| +2% | +$36.1K | 1.76% | 11 |
|
|
2019
Q4 | $2.23M | Sell |
59,944
-19
| -0% | -$677 | 1.72% | 10 |
|
|
2019
Q3 | $2.04M | Sell |
59,963
-119
| -0.2% | -$4.33K | 1.81% | 8 |
|
|
2019
Q2 | $2.47M | Buy |
60,082
+826
| +1% | +$32.8K | 2.28% | 6 |
|
|
2019
Q1 | $2.39M | Buy |
59,256
+7,058
| +14% | +$283K | 2.36% | 6 |
|
|
2018
Q4 | $2.18M | Buy |
+52,198
| New | +$2.17M | 1.75% | 6 |
|
Other funds holding PFE
Claro Advisors's PFE Position: Q2 2026 in Review
Claro Advisors increased its Pfizer (PFE) stake by 0.3% in Q2 2026, buying an estimated $3.69K and bringing the position to 47,000 shares worth $1.13M. The position accounts for 0.12% of the portfolio, ranked #150.
Claro Advisors first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.2M in Q1 2022. 2,829 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Claro Advisors held 47,000 shares of Pfizer worth $1.13M as of Q2 2026.
- Claro Advisors bought 141 Pfizer shares in Q2 2026, an estimated $3.69K.
- Pfizer made up 0.12% of Claro Advisors's portfolio in Q2 2026, its #150 holding.
- Claro Advisors first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
- Claro Advisors's Pfizer position peaked at $3.2M in Q1 2022.
- 2,829 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.