ORBA Wealth Advisors’s Pfizer PFE Stock Holding History

ORBA 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	$247K	Sell	10,245 -10,000	-49%	-$262K	0.21%	77
2026 Q1	$568K	Sell	20,245 -244	-1%	-$6.5K	0.68%	42
2025 Q4	$510K	Hold	20,489	–	–	0.44%	48
2025 Q3	$522K	Hold	20,489	–	–	0.43%	48
2025 Q2	$497K	Buy	20,489 +9,300	+83%	+$217K	0.45%	46
2025 Q1	$284K	Hold	11,189	–	–	0.14%	87
2024 Q4	$297K	Sell	11,189 -1,014	-8%	-$27.5K	0.16%	87
2024 Q3	$353K	Hold	12,203	–	–	0.18%	78
2024 Q2	$341K	Sell	12,203 -1,000	-8%	-$27.5K	0.18%	77
2024 Q1	$366K	Buy	13,203 +2,014	+18%	+$55.9K	0.2%	71
2023 Q4	$322K	Buy	+11,189	New	+$338K	0.19%	71

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

ORBA Wealth Advisors reduced its Pfizer (PFE) stake by 49% in Q2 2026, selling an estimated $262K and leaving 10,245 shares worth $247K. The position accounts for 0.21% of the portfolio, ranked #77.

ORBA Wealth Advisors first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $568K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

ORBA Wealth Advisors held 10,245 shares of Pfizer worth $247K as of Q2 2026.
ORBA Wealth Advisors sold 10,000 Pfizer shares in Q2 2026, an estimated $262K.
Pfizer made up 0.21% of ORBA Wealth Advisors's portfolio in Q2 2026, its #77 holding.
ORBA Wealth Advisors first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
ORBA Wealth Advisors's Pfizer position peaked at $568K in Q1 2026.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.