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One Wealth Advisors’s Pfizer PFE Stock Holding History

One 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 		$331K Sell
13,732
-7,687
-36% -$201K 0.04% 245
2026
Q1 		$601K Buy
21,419
+707
+3% +$18.8K 0.07% 149
2025
Q4 		$516K Buy
20,712
+63
+0.3% +$1.59K 0.06% 165
2025
Q3 		$526K Buy
20,649
+7,431
+56% +$183K 0.07% 158
2025
Q2 		$320K Buy
+13,218
New +$308K 0.04% 214
2024
Q4 		– Sell
-12,677
Closed -$367K – 282
2024
Q3 		$367K Buy
+12,677
New +$370K 0.06% 169
2023
Q1 		– Sell
-7,430
Closed -$381K – 482
2022
Q4 		$381K Sell
7,430
-2,507
-25% -$120K 0.09% 117
2022
Q3 		$435K Buy
9,937
+435
+5% +$21.1K 0.14% 87
2022
Q2 		$498K Buy
9,502
+33
+0.3% +$1.68K 0.13% 87
2022
Q1 		$490K Buy
9,469
+3,761
+66% +$195K 0.12% 94
2021
Q4 		$337K Buy
+5,708
New +$283K 0.09% 122
2019
Q4 		– Sell
-15,065
Closed -$514K – 126
2019
Q3 		$514K Sell
15,065
-1,288
-8% -$46.8K 0.45% 27
2019
Q2 		$672K Sell
16,353
-728
-4% -$28.9K 0.56% 22
2019
Q1 		$688K Sell
17,081
-25
-0.1% -$1K 0.56% 21
2018
Q4 		$708K Buy
17,106
+16,619
+3,413% +$690K 0.71% 15
2018
Q3 		$20K Buy
487
+57
+13% +$2.19K 0.02% 319
2018
Q2 		$15K Sell
430
-4,490
-91% -$153K 0.01% 325
2018
Q1 		$166K Sell
4,920
-3,401
-41% -$117K 0.15% 139
2017
Q4 		$286K Buy
+8,321
New +$284K 0.23% 74

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

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

One Wealth Advisors reduced its Pfizer (PFE) stake by 36% in Q2 2026, selling an estimated $201K and leaving 13,732 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #245.

One Wealth Advisors first reported a position in PFE in Q4 2017 and has held it in 19 quarters since. The position peaked at $708K in Q4 2018. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • One Wealth Advisors held 13,732 shares of Pfizer worth $331K as of Q2 2026.
  • One Wealth Advisors sold 7,687 Pfizer shares in Q2 2026, an estimated $201K.
  • Pfizer made up 0.04% of One Wealth Advisors's portfolio in Q2 2026, its #245 holding.
  • One Wealth Advisors first reported a position in Pfizer in Q4 2017 and has held it in 19 quarters since.
  • One Wealth Advisors's Pfizer position peaked at $708K in Q4 2018.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.