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Pallas Capital Advisors’s Pfizer PFE Stock Holding History

Pallas Capital 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 		$1.82M Buy
75,558
+18,439
+32% +$482K 0.06% 232
2026
Q1 		$1.6M Buy
57,119
+4,511
+9% +$120K 0.06% 233
2025
Q4 		$1.31M Sell
52,608
-9,189
-15% -$232K 0.04% 302
2025
Q3 		$1.57M Buy
61,797
+30,691
+99% +$758K 0.06% 243
2025
Q2 		$754K Sell
31,106
-19,055
-38% -$444K 0.03% 391
2025
Q1 		$1.27M Sell
50,161
-100,901
-67% -$2.64M 0.05% 259
2024
Q4 		$4.01M Buy
151,062
+125,351
+488% +$3.4M 0.17% 107
2024
Q3 		$736K Buy
25,711
+9,102
+55% +$266K 0.03% 281
2024
Q2 		$493K Buy
16,609
+5,104
+44% +$141K 0.02% 309
2024
Q1 		$319K Buy
+11,505
New +$319K 0.01% 352
2022
Q1 		– Sell
-9,290
Closed -$490K – 279
2021
Q4 		$490K Sell
9,290
-2,205
-19% -$109K 0.06% 195
2021
Q3 		$515K Sell
11,495
-3,823
-25% -$169K 0.06% 224
2021
Q2 		$692K Buy
15,318
+7,995
+109% +$311K 0.1% 156
2021
Q1 		$292K Buy
+7,323
New +$260K 0.07% 157

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

Pallas Capital Advisors's PFE Position: Q2 2026 in Review

Pallas Capital Advisors increased its Pfizer (PFE) stake by 32% in Q2 2026, buying an estimated $482K and bringing the position to 75,558 shares worth $1.82M. The position accounts for 0.06% of the portfolio, ranked #232.

Pallas Capital Advisors first reported a position in PFE in Q1 2021 and has held it in 14 quarters since. The position peaked at $4.01M in Q4 2024. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Pallas Capital Advisors held 75,558 shares of Pfizer worth $1.82M as of Q2 2026.
  • Pallas Capital Advisors bought 18,439 Pfizer shares in Q2 2026, an estimated $482K.
  • Pfizer made up 0.06% of Pallas Capital Advisors's portfolio in Q2 2026, its #232 holding.
  • Pallas Capital Advisors first reported a position in Pfizer in Q1 2021 and has held it in 14 quarters since.
  • Pallas Capital Advisors's Pfizer position peaked at $4.01M in Q4 2024.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.