GCA
PFE icon

Gradient Capital Advisors’s Pfizer PFE Stock Holding History

Gradient Capital 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 		– Sell
-10,356
Closed -$291K – 184
2026
Q1 		$291K Buy
10,356
+22
+0.2% +$586 0.08% 141
2025
Q4 		$257K Sell
10,334
-2,470
-19% -$62.3K 0.07% 149
2025
Q3 		$326K Buy
12,804
+2,336
+22% +$57.7K 0.09% 125
2025
Q2 		$254K Sell
10,468
-2,676
-20% -$62.4K 0.08% 142
2025
Q1 		$333K Sell
13,144
-1,799
-12% -$47.1K 0.11% 115
2024
Q4 		$396K Sell
14,943
-7,544
-34% -$205K 0.13% 107
2024
Q3 		$651K Buy
22,487
+23
+0.1% +$671 0.22% 79
2024
Q2 		$629K Buy
22,464
+111
+0.5% +$3.06K 0.22% 80
2024
Q1 		$620K Buy
22,353
+5,171
+30% +$143K 0.23% 80
2023
Q4 		$495K Sell
17,182
-2,071
-11% -$62.6K 0.19% 89
2023
Q3 		$639K Sell
19,253
-487
-2% -$17.2K 0.27% 71
2023
Q2 		$724K Sell
19,740
-3,212
-14% -$125K 0.29% 70
2023
Q1 		$936K Sell
22,952
-70
-0.3% -$3.02K 0.4% 55
2022
Q4 		$1.18M Buy
23,022
+248
+1% +$11.9K 0.54% 44
2022
Q3 		$997K Buy
22,774
+1,006
+5% +$48.9K 0.48% 50
2022
Q2 		$1.14M Buy
21,768
+450
+2% +$22.9K 0.55% 50
2022
Q1 		$1.1M Buy
21,318
+62
+0.3% +$3.22K 0.47% 51
2021
Q4 		$1.25M Buy
21,256
+871
+4% +$43.2K 0.52% 46
2021
Q3 		$877K Buy
20,385
+10,992
+117% +$487K 0.4% 53
2021
Q2 		$368K Buy
9,393
+1,346
+17% +$52.3K 0.17% 89
2021
Q1 		$292K Buy
8,047
+291
+4% +$10.3K 0.15% 93
2020
Q4 		$286K Buy
+7,756
New +$284K 0.16% 87

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gradient Capital Advisors's PFE Position: Q2 2026 in Review

Gradient Capital Advisors sold out of Pfizer (PFE) in Q2 2026, closing a stake of 10,356 shares — an estimated $291K sold.

Gradient Capital Advisors first reported a position in PFE in Q4 2020 and held it in 22 quarters. The position peaked at $1.25M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Gradient Capital Advisors reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Gradient Capital Advisors sold 10,356 Pfizer shares in Q2 2026, an estimated $291K.
  • Gradient Capital Advisors first reported a position in Pfizer in Q4 2020 and held it in 22 quarters.
  • Gradient Capital Advisors's Pfizer position peaked at $1.25M in Q4 2021.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.