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Dynamic Advisor Solutions’s Pfizer PFE Stock Holding History

Dynamic Advisor Solutions’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 		$1.45M Sell
60,225
-6,286
-9% -$164K 0.04% 401
2026
Q1 		$1.87M Buy
66,511
+968
+1% +$25.8K 0.06% 329
2025
Q4 		$1.63M Sell
65,543
-1,664
-2% -$42K 0.05% 340
2025
Q3 		$1.71M Buy
67,207
+6,302
+10% +$156K 0.05% 352
2025
Q2 		$1.48M Sell
60,905
-16,695
-22% -$389K 0.05% 357
2025
Q1 		$1.97M Sell
77,600
-8,236
-10% -$216K 0.06% 287
2024
Q4 		$2.28M Sell
85,836
-17,542
-17% -$476K 0.1% 191
2024
Q3 		$2.99M Sell
103,378
-1,525
-1% -$44.5K 0.09% 244
2024
Q2 		$2.94M Sell
104,903
-13,748
-12% -$379K 0.09% 240
2024
Q1 		$3.29M Sell
118,651
-65,438
-36% -$1.82M 0.11% 224
2023
Q4 		$5.43M Buy
184,089
+40,479
+28% +$1.22M 0.2% 143
2023
Q3 		$4.76M Buy
143,610
+8,934
+7% +$316K 0.23% 124
2023
Q2 		$4.94M Buy
134,676
+16,356
+14% +$637K 0.26% 116
2023
Q1 		$4.83M Buy
118,320
+16,051
+16% +$693K 0.28% 97
2022
Q4 		$5.24M Buy
102,269
+181
+0.2% +$8.68K 0.36% 68
2022
Q3 		$4.47M Sell
102,088
-1,105
-1% -$53.7K 0.34% 63
2022
Q2 		$5.41M Buy
103,193
+13,325
+15% +$679K 0.42% 54
2022
Q1 		$4.65M Buy
89,868
+4,799
+6% +$249K 0.32% 70
2021
Q4 		$5.02M Sell
85,069
-27,530
-24% -$1.36M 0.36% 64
2021
Q3 		$4.84M Sell
112,599
-327
-0.3% -$14.5K 0.36% 64
2021
Q2 		$4.42M Buy
112,926
+12,116
+12% +$471K 0.35% 68
2021
Q1 		$3.65M Buy
100,810
+37,085
+58% +$1.32M 0.34% 72
2020
Q4 		$2.35M Buy
63,725
+2,091
+3% +$76.7K 0.22% 121
2020
Q3 		$2.15M Buy
61,634
+2,323
+4% +$81.4K 0.24% 112
2020
Q2 		$1.84M Buy
59,311
+13,727
+30% +$466K 0.25% 111
2020
Q1 		$1.41M Sell
45,584
-90
-0.2% -$3.07K 0.26% 113
2019
Q4 		$1.7M Sell
45,674
-4,083
-8% -$145K 0.23% 112
2019
Q3 		$1.7M Sell
49,757
-14,640
-23% -$532K 0.26% 101
2019
Q2 		$2.65M Buy
64,397
+15,312
+31% +$608K 0.43% 66
2019
Q1 		$1.98M Sell
49,085
-237
-0.5% -$9.49K 0.37% 73
2018
Q4 		$1.9M Sell
49,322
-5,042
-9% -$209K 0.4% 69
2018
Q3 		$2.27M Buy
54,364
+6,974
+15% +$268K 0.47% 58
2018
Q2 		$1.63M Sell
47,390
-2,499
-5% -$85.4K 0.37% 83
2018
Q1 		$1.68M Buy
49,889
+20,007
+67% +$688K 0.43% 78
2017
Q4 		$1.03M Buy
29,882
+1,837
+7% +$62.6K 0.34% 99
2017
Q3 		$950K Sell
28,045
-121,215
-81% -$3.9M 0.38% 89
2017
Q2 		$4.76M Buy
149,260
+6,681
+5% +$211K 1.84% 7
2017
Q1 		$4.63M Buy
142,579
+117,134
+460% +$3.69M 1.8% 7
2016
Q4 		$784K Buy
25,445
+1,160
+5% +$35.4K 0.31% 94
2016
Q3 		$780K Buy
24,285
+17,446
+255% +$583K 0.3% 105
2016
Q2 		$228K Sell
6,839
-341
-5% -$10.9K 0.09% 191
2016
Q1 		$202K Sell
7,180
-445
-6% -$12.7K 0.09% 194
2015
Q4 		$234K Buy
+7,625
New +$240K 0.1% 194
2015
Q3 		– Sell
-14,101
Closed -$449K – 203
2015
Q2 		$449K Sell
14,101
-1,882
-12% -$61.3K 0.26% 103
2015
Q1 		$528K Buy
15,983
+688
+4% +$21.9K 0.26% 111
2014
Q4 		$452K Buy
15,295
+876
+6% +$25.1K 0.24% 120
2014
Q3 		$407K Buy
14,419
+3,742
+35% +$105K 0.22% 127
2014
Q2 		$301K Sell
10,677
-13,373
-56% -$381K 0.18% 151
2014
Q1 		$733K Buy
24,050
+9,127
+61% +$272K 0.5% 68
2013
Q4 		$452K Buy
+14,923
New +$434K 0.33% 109

Other funds holding PFE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Dynamic Advisor Solutions's PFE Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Pfizer (PFE) stake by 9.5% in Q2 2026, selling an estimated $164K and leaving 60,225 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #401.

Dynamic Advisor Solutions first reported a position in PFE in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.43M in Q4 2023. 491 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Dynamic Advisor Solutions held 60,225 shares of Pfizer worth $1.45M as of Q2 2026.
  • Dynamic Advisor Solutions sold 6,286 Pfizer shares in Q2 2026, an estimated $164K.
  • Pfizer made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #401 holding.
  • Dynamic Advisor Solutions first reported a position in Pfizer in Q4 2013 and has held it in 50 quarters since.
  • Dynamic Advisor Solutions's Pfizer position peaked at $5.43M in Q4 2023.
  • 491 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.