Paladin Advisory Group’s Pfizer PFE Stock Holding History

Paladin Advisory 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	$33.9K	Hold	1,408	–	–	0.02%	168
2026 Q1	$39.5K	Hold	1,408	–	–	0.03%	155
2025 Q4	$35.1K	Hold	1,408	–	–	0.03%	166
2025 Q3	$35.9K	Hold	1,408	–	–	0.03%	160
2025 Q2	$34.1K	Sell	1,408 -448	-24%	-$10.4K	0.03%	159
2025 Q1	$47K	Sell	1,856 -2,558	-58%	-$66.9K	0.04%	151
2024 Q4	$117K	Sell	4,414 -449	-9%	-$12.2K	0.09%	109
2024 Q3	$141K	Hold	4,863	–	–	0.1%	100
2024 Q2	$137K	Sell	4,863 -865	-15%	-$23.8K	0.11%	99
2024 Q1	$159K	Sell	5,728 -768	-12%	-$21.3K	0.13%	92
2023 Q4	$187K	Sell	6,496 -4,898	-43%	-$148K	0.15%	89
2023 Q3	$378K	Sell	11,394 -924	-8%	-$32.7K	0.32%	58
2023 Q2	$452K	Buy	12,318 +39	+0.3%	+$1.52K	0.36%	53
2023 Q1	$501K	Buy	+12,279	New	+$530K	0.42%	48
2022 Q2	–	Sell	-12,314	Closed	-$628K	–	448
2022 Q1	$635K	Buy	+12,314	New	+$639K	0.52%	48

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Paladin Advisory Group's PFE Position: Q2 2026 in Review

Paladin Advisory Group held its Pfizer (PFE) position steady in Q2 2026 at 1,408 shares worth $33.9K. The position accounts for 0.02% of the portfolio, ranked #168.

Paladin Advisory Group first reported a position in PFE in Q1 2022 and has held it in 15 quarters since. The position peaked at $635K in Q1 2022. 1,287 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Paladin Advisory Group held 1,408 shares of Pfizer worth $33.9K as of Q2 2026.
Paladin Advisory Group left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.02% of Paladin Advisory Group's portfolio in Q2 2026, its #168 holding.
Paladin Advisory Group first reported a position in Pfizer in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's Pfizer position peaked at $635K in Q1 2022.
1,287 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.