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Coastal Bridge Advisors’s Pfizer PFE Stock Holding History

Coastal Bridge 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
Q1 		$2.94M Sell
104,583
-1,855
-2% -$49.4K 0.21% 109
2025
Q4 		$2.65M Sell
106,438
-29,808
-22% -$752K 0.2% 122
2025
Q3 		$3.47M Sell
136,246
-41,004
-23% -$1.01M 0.26% 100
2025
Q2 		$4.3M Buy
+177,250
New +$4.13M 0.35% 76
2025
Q1 		– Sell
-37,862
Closed -$1M – 361
2024
Q4 		$1M Sell
37,862
-2,507
-6% -$68K 0.25% 65
2024
Q3 		$1.17M Buy
40,369
+168
+0.4% +$4.9K 0.29% 59
2024
Q2 		$1.12M Hold
40,201
– – 0.28% 58
2024
Q1 		$1.12M Buy
40,201
+6,453
+19% +$179K 0.26% 64
2023
Q4 		$972K Buy
33,748
+809
+2% +$24.5K 0.25% 66
2023
Q3 		$1.09M Buy
32,939
+742
+2% +$26.2K 0.29% 57
2023
Q2 		$1.18M Sell
32,197
-2,896
-8% -$113K 0.29% 54
2023
Q1 		$1.43M Sell
35,093
-468
-1% -$20.2K 0.36% 47
2022
Q4 		$1.82M Sell
35,561
-1,684
-5% -$80.7K 0.52% 37
2022
Q3 		$1.63M Buy
37,245
+2,298
+7% +$112K 0.44% 42
2022
Q2 		$1.83M Buy
34,947
+734
+2% +$37.4K 0.56% 37
2022
Q1 		$1.77M Sell
34,213
-29,844
-47% -$1.55M 0.41% 43
2021
Q4 		$3.12M Buy
64,057
+33,345
+109% +$1.65M 0.65% 35
2021
Q3 		$1.32M Buy
30,712
+117
+0.4% +$5.18K 0.31% 49
2021
Q2 		$1.2M Sell
30,595
-349
-1% -$13.6K 0.25% 54
2021
Q1 		$1.12M Buy
30,944
+976
+3% +$34.7K 0.21% 50
2020
Q4 		$1.1M Sell
29,968
-6,448
-18% -$237K 0.22% 47
2020
Q3 		$1.27M Buy
36,416
+1,197
+3% +$42K 0.39% 39
2020
Q2 		$1.09M Buy
35,219
+322
+0.9% +$10.9K 0.35% 44
2020
Q1 		$1.08M Buy
34,897
+150
+0.4% +$5.11K 0.4% 40
2019
Q4 		$1.29M Sell
34,747
-17
-0% -$606 0.34% 39
2019
Q3 		$1.19M Buy
34,764
+283
+0.8% +$10.3K 0.4% 41
2019
Q2 		$1.42M Buy
34,481
+160
+0.5% +$6.35K 0.42% 32
2019
Q1 		$1.38M Buy
34,321
+112
+0.3% +$4.49K 0.48% 32
2018
Q4 		$1.42M Buy
34,209
+102
+0.3% +$4.23K 0.56% 30
2018
Q3 		$1.43M Buy
34,107
+3,115
+10% +$120K 0.54% 26
2018
Q2 		$1.07M Buy
30,992
+304
+1% +$10.4K 0.43% 35
2018
Q1 		$1.03M Buy
30,688
+2,547
+9% +$87.6K 0.38% 37
2017
Q4 		$973K Sell
28,141
-2,441
-8% -$83.2K 0.31% 41
2017
Q3 		$1.04M Buy
30,582
+121
+0.4% +$3.89K 0.34% 37
2017
Q2 		$971K Buy
30,461
+609
+2% +$19.2K 0.33% 33
2017
Q1 		$969K Buy
29,852
+117
+0.4% +$3.69K 0.33% 33
2016
Q4 		$916K Buy
29,735
+117
+0.4% +$3.57K 0.36% 30
2016
Q3 		$952K Buy
29,618
+105
+0.4% +$3.51K 0.46% 18
2016
Q2 		$986K Buy
29,513
+105
+0.4% +$3.35K 0.52% 17
2016
Q1 		$827K Sell
29,408
-278
-0.9% -$7.94K 0.58% 22
2015
Q4 		$909K Buy
+29,686
New +$934K 0.51% 18

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Coastal Bridge Advisors's PFE Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Pfizer (PFE) stake by 1.7% in Q1 2026, selling an estimated $49.4K and leaving 104,583 shares worth $2.94M. The position accounts for 0.21% of the portfolio, ranked #109.

Coastal Bridge Advisors first reported a position in PFE in Q4 2015 and has held it in 41 quarters since. The position peaked at $4.3M in Q2 2025. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Coastal Bridge Advisors held 104,583 shares of Pfizer worth $2.94M as of Q1 2026.
  • Coastal Bridge Advisors sold 1,855 Pfizer shares in Q1 2026, an estimated $49.4K.
  • Pfizer made up 0.21% of Coastal Bridge Advisors's portfolio in Q1 2026, its #109 holding.
  • Coastal Bridge Advisors first reported a position in Pfizer in Q4 2015 and has held it in 41 quarters since.
  • Coastal Bridge Advisors's Pfizer position peaked at $4.3M in Q2 2025.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.