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Onyx Bridge Wealth Group’s Pfizer PFE Stock Holding History

Onyx Bridge Wealth Group’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 		$1.16M Sell
48,247
-894
-2% -$23.4K 0.1% 141
2026
Q1 		$1.38M Buy
49,141
+1,282
+3% +$34.1K 0.15% 123
2025
Q4 		$1.19M Buy
47,859
+1,336
+3% +$33.7K 0.13% 128
2025
Q3 		$1.19M Buy
46,523
+6,614
+17% +$163K 0.13% 127
2025
Q2 		$967K Buy
39,909
+7,813
+24% +$182K 0.13% 125
2025
Q1 		$813K Sell
32,096
-1,118
-3% -$29.3K 0.12% 116
2024
Q4 		$881K Buy
33,214
+2,290
+7% +$62.1K 0.13% 109
2024
Q3 		$895K Buy
30,924
+5,802
+23% +$169K 0.13% 110
2024
Q2 		$703K Buy
25,122
+484
+2% +$13.3K 0.12% 120
2024
Q1 		$626K Buy
24,638
+5,596
+29% +$155K 0.11% 126
2023
Q4 		$548K Buy
19,042
+1,841
+11% +$55.7K 0.11% 123
2023
Q3 		$571K Buy
17,201
+1,852
+12% +$65.5K 0.13% 122
2023
Q2 		$563K Buy
15,349
+5,029
+49% +$196K 0.13% 115
2023
Q1 		$421K Buy
10,320
+54
+0.5% +$2.33K 0.17% 98
2022
Q4 		$523K Sell
10,266
-12
-0.1% -$575 0.21% 74
2022
Q3 		$432K Buy
10,278
+226
+2% +$11K 0.2% 85
2022
Q2 		$515K Sell
10,052
-3,684
-27% -$188K 0.23% 65
2022
Q1 		$683K Buy
13,736
+1,453
+12% +$75.4K 0.26% 45
2021
Q4 		$696K Buy
12,283
+323
+3% +$16K 0.23% 53
2021
Q3 		$494K Buy
11,960
+6,561
+122% +$291K 0.19% 68
2021
Q2 		$218K Sell
5,399
-2,360
-30% -$91.8K 0.09% 107
2021
Q1 		$281K Buy
+7,759
New +$275K 0.14% 74

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Onyx Bridge Wealth Group's PFE Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Pfizer (PFE) stake by 1.8% in Q2 2026, selling an estimated $23.4K and leaving 48,247 shares worth $1.16M. The position accounts for 0.1% of the portfolio, ranked #141.

Onyx Bridge Wealth Group first reported a position in PFE in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.38M in Q1 2026. 991 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Onyx Bridge Wealth Group held 48,247 shares of Pfizer worth $1.16M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 894 Pfizer shares in Q2 2026, an estimated $23.4K.
  • Pfizer made up 0.1% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #141 holding.
  • Onyx Bridge Wealth Group first reported a position in Pfizer in Q1 2021 and has held it in 22 quarters since.
  • Onyx Bridge Wealth Group's Pfizer position peaked at $1.38M in Q1 2026.
  • 991 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.