Global Assets Advisory’s Pfizer PFE Stock Holding History

Global Assets 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	–	Sell	-4,389	Closed	-$123K	–	505
2026 Q1	$123K	Buy	+4,389	New	+$117K	0.04%	272
2024 Q4	–	Sell	-14,544	Closed	-$417K	–	172
2024 Q3	$417K	Buy	+14,544	New	+$424K	0.23%	97
2024 Q2	–	Sell	-942	Closed	-$26.1K	–	380
2024 Q1	$26.1K	Buy	+942	New	+$26.1K	0.02%	385
2023 Q1	–	Sell	-5,741	Closed	-$294K	–	151
2022 Q4	$294K	Buy	5,741 +12	+0.2%	+$575	0.31%	89
2022 Q3	$267K	Buy	+5,729	New	+$278K	0.27%	93

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 $3.38T AUM 44.17% 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

Global Assets Advisory's PFE Position: Q2 2026 in Review

Global Assets Advisory sold out of Pfizer (PFE) in Q2 2026, closing a stake of 4,389 shares — an estimated $123K sold.

Global Assets Advisory first reported a position in PFE in Q3 2022 and held it in 5 quarters. The position peaked at $417K in Q3 2024. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Global Assets Advisory reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Global Assets Advisory sold 4,389 Pfizer shares in Q2 2026, an estimated $123K.
Global Assets Advisory first reported a position in Pfizer in Q3 2022 and held it in 5 quarters.
Global Assets Advisory's Pfizer position peaked at $417K in Q3 2024.
2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.