Moss Adams Wealth Advisors’s Pfizer PFE Stock Holding History

Moss Adams 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	$688K	Sell	28,570 -2,658	-9%	-$69.5K	0.04%	123
2026 Q1	$877K	Buy	31,228 +3,290	+12%	+$87.6K	0.06%	96
2025 Q4	$696K	Sell	27,938 -180	-0.6%	-$4.54K	0.05%	106
2025 Q3	$716K	Buy	28,118 +1,167	+4%	+$28.8K	0.06%	102
2025 Q2	$653K	Sell	26,951 -809	-3%	-$18.9K	0.06%	112
2025 Q1	$703K	Buy	27,760 +6,234	+29%	+$163K	0.07%	85
2024 Q4	$571K	Sell	21,526 -585	-3%	-$15.9K	0.06%	92
2024 Q3	$640K	Buy	22,111 +1,141	+5%	+$33.3K	0.07%	81
2024 Q2	$587K	Buy	20,970 +5,823	+38%	+$160K	0.08%	74
2024 Q1	$420K	Buy	15,147 +1,638	+12%	+$45.5K	0.07%	85
2023 Q4	$389K	Buy	13,509 +2,175	+19%	+$65.8K	0.08%	63
2023 Q3	$376K	Buy	11,334 +946	+9%	+$33.5K	0.13%	52
2023 Q2	$381K	Buy	10,388 +206	+2%	+$8.02K	0.12%	53
2023 Q1	$415K	Sell	10,182 -1,953	-16%	-$84.4K	0.14%	51
2022 Q4	$622K	Buy	+12,135	New	+$582K	0.31%	49

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Moss Adams Wealth Advisors's PFE Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Pfizer (PFE) stake by 8.5% in Q2 2026, selling an estimated $69.5K and leaving 28,570 shares worth $688K. The position accounts for 0.04% of the portfolio, ranked #123.

Moss Adams Wealth Advisors first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $877K in Q1 2026. 1,197 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Moss Adams Wealth Advisors held 28,570 shares of Pfizer worth $688K as of Q2 2026.
Moss Adams Wealth Advisors sold 2,658 Pfizer shares in Q2 2026, an estimated $69.5K.
Pfizer made up 0.04% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #123 holding.
Moss Adams Wealth Advisors first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
Moss Adams Wealth Advisors's Pfizer position peaked at $877K in Q1 2026.
1,197 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.