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Gratus Wealth Advisors’s Pfizer PFE Stock Holding History

Gratus Wealth 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 		$348K Buy
14,457
+37
+0.3% +$968 0.04% 108
2026
Q1 		$405K Buy
14,420
+36
+0.3% +$958 0.06% 101
2025
Q4 		$358K Sell
14,384
-1,266
-8% -$31.9K 0.05% 107
2025
Q3 		$399K Buy
15,650
+37
+0.2% +$913 0.06% 103
2025
Q2 		$378K Sell
15,613
-279
-2% -$6.51K 0.06% 105
2025
Q1 		$403K Hold
15,892
– – 0.07% 100
2024
Q4 		$422K Sell
15,892
-1,000
-6% -$27.1K 0.07% 98
2024
Q3 		$493K Sell
16,892
-2,407
-12% -$70.2K 0.08% 93
2024
Q2 		$578K Sell
19,299
-350
-2% -$9.64K 0.1% 85
2024
Q1 		$499K Buy
19,649
+7,903
+67% +$219K 0.09% 89
2023
Q4 		$338K Buy
+11,746
New +$355K 0.07% 107

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

Gratus Wealth Advisors's PFE Position: Q2 2026 in Review

Gratus Wealth Advisors increased its Pfizer (PFE) stake by 0.26% in Q2 2026, buying an estimated $968 and bringing the position to 14,457 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #108.

Gratus Wealth Advisors first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $578K in Q2 2024. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Gratus Wealth Advisors held 14,457 shares of Pfizer worth $348K as of Q2 2026.
  • Gratus Wealth Advisors bought 37 Pfizer shares in Q2 2026, an estimated $968.
  • Pfizer made up 0.04% of Gratus Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • Gratus Wealth Advisors first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • Gratus Wealth Advisors's Pfizer position peaked at $578K in Q2 2024.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.