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Marshall & Sterling Wealth Advisors’s Pfizer PFE Stock Holding History

Marshall & Sterling 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 		$7.96K Hold
331
– – ﹤0.01% 253
2026
Q1 		$9.28K Sell
331
-418
-56% -$11.1K 0.01% 236
2025
Q4 		$18.7K Sell
749
-747
-50% -$18.8K 0.01% 201
2025
Q3 		$38.1K Buy
1,496
+276
+23% +$6.81K 0.02% 198
2025
Q2 		$29.5K Sell
1,220
-1,696
-58% -$39.6K 0.02% 221
2025
Q1 		$73.9K Buy
2,916
+936
+47% +$24.5K 0.05% 121
2024
Q4 		$52.5K Buy
+1,980
New +$53.7K 0.04% 123

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's PFE Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Pfizer (PFE) position steady in Q2 2026 at 331 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Marshall & Sterling Wealth Advisors first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $73.9K in Q1 2025. 705 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 331 shares of Pfizer worth $7.96K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #253 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Pfizer position peaked at $73.9K in Q1 2025.
  • 705 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.