Fermata Advisors’s Pfizer PFE Stock Holding History

Fermata 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	$232K	Buy	+9,623	New	+$252K	0.05%	233
2024 Q3	–	Sell	-7,424	Closed	-$208K	–	254
2024 Q2	$208K	Sell	7,424 -3,924	-35%	-$108K	0.05%	211
2024 Q1	$315K	Buy	11,348 +3,384	+42%	+$93.9K	0.07%	158
2023 Q4	$229K	Sell	7,964 -669	-8%	-$20.2K	0.05%	159
2023 Q3	$286K	Buy	+8,633	New	+$305K	0.08%	126
2023 Q1	–	Sell	-8,994	Closed	-$461K	–	127
2022 Q4	$461K	Buy	8,994 +754	+9%	+$36.1K	0.14%	94
2022 Q3	$361K	Sell	8,240 -407	-5%	-$19.8K	0.12%	107
2022 Q2	$453K	Buy	8,647 +2,192	+34%	+$112K	0.16%	102
2022 Q1	$334K	Sell	6,455 -187	-3%	-$9.7K	0.13%	117
2021 Q4	$392K	Buy	6,642 +740	+13%	+$36.7K	0.14%	108
2021 Q3	$254K	Buy	+5,902	New	+$261K	0.11%	144

Other funds holding PFE

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

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

PensionDanmark Copenhagen O, Denmark $12B AUM

Fermata Advisors's PFE Position: Q2 2026 in Review

Fermata Advisors opened a new position in Pfizer (PFE) in Q2 2026: 9,623 shares worth $232K. The stake represents 0.05% of the portfolio and ranks #233 among its holdings. This is a return to the name: Fermata Advisors previously reported a position in PFE as recently as Q2 2024.

Fermata Advisors first reported a position in PFE in Q3 2021 and has held it in 11 quarters since. The position peaked at $461K in Q4 2022. 447 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Fermata Advisors held 9,623 shares of Pfizer worth $232K as of Q2 2026.
Pfizer was a new Fermata Advisors position in Q2 2026.
Pfizer made up 0.05% of Fermata Advisors's portfolio in Q2 2026, its #233 holding.
Fermata Advisors first reported a position in Pfizer in Q3 2021 and has held it in 11 quarters since.
Fermata Advisors's Pfizer position peaked at $461K in Q4 2022.
447 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.