Quattro Financial Advisors’s Pfizer PFE Stock Holding History

Quattro Financial 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	$602K	Hold	25,000	–	–	0.13%	78
2026 Q1	$702K	Sell	25,000 -25,000	-50%	-$666K	0.21%	67
2025 Q4	$1.25M	Sell	50,000 -800	-2%	-$20.2K	0.37%	47
2025 Q3	$1.29M	Buy	50,800 +800	+2%	+$19.7K	0.41%	44
2025 Q2	$1.21M	Sell	50,000 -25,000	-33%	-$583K	0.43%	48
2025 Q1	$1.9M	Sell	75,000 -95,781	-56%	-$2.51M	0.65%	42
2024 Q4	$4.51M	Buy	170,781 +10,517	+7%	+$285K	1.17%	22
2024 Q3	$4.64M	Buy	160,264 +40,264	+34%	+$1.17M	1.31%	23
2024 Q2	$3.36M	Buy	120,000 +25,000	+26%	+$688K	0.88%	27
2024 Q1	$2.64M	Buy	95,000 +94,971	+327,486%	+$2.64M	0.75%	29
2023 Q4	$2.74M	Sell	29 -59,971	-100%	-$1.81M	0.95%	26
2023 Q3	$1.99M	Buy	+60,000	New	+$2.12M	0.87%	32
2020 Q1	–	Sell	-8,854	Closed	-$337K	–	56
2019 Q4	$337K	Sell	8,854 -2,160	-20%	-$76.9K	0.11%	45
2019 Q3	$373K	Buy	+11,014	New	+$401K	0.11%	47

Other funds holding PFE

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Quattro Financial Advisors's PFE Position: Q2 2026 in Review

Quattro Financial Advisors held its Pfizer (PFE) position steady in Q2 2026 at 25,000 shares worth $602K. The position accounts for 0.13% of the portfolio, ranked #78.

Quattro Financial Advisors first reported a position in PFE in Q3 2019 and has held it in 14 quarters since. The position peaked at $4.64M in Q3 2024. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Quattro Financial Advisors held 25,000 shares of Pfizer worth $602K as of Q2 2026.
Quattro Financial Advisors left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.13% of Quattro Financial Advisors's portfolio in Q2 2026, its #78 holding.
Quattro Financial Advisors first reported a position in Pfizer in Q3 2019 and has held it in 14 quarters since.
Quattro Financial Advisors's Pfizer position peaked at $4.64M in Q3 2024.
900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.