Sage Investment Advisers’s Pfizer PFE Stock Holding History

Sage Investment Advisers’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	$281K	Buy	11,661 +542	+5%	+$14.2K	0.19%	82
2026 Q1	$317K	Buy	11,119 +50	+0.5%	+$1.33K	0.24%	73
2025 Q4	$276K	Buy	+11,069	New	+$279K	0.21%	76
2024 Q3	$279K	Buy	9,641 +884	+10%	+$25.8K	0.29%	57
2024 Q2	$245K	Buy	8,757 +310	+4%	+$8.54K	0.28%	58
2024 Q1	$234K	Buy	8,447 +1,109	+15%	+$30.8K	0.27%	58
2023 Q4	$211K	Buy	+7,338	New	+$222K	0.26%	63
2023 Q2	–	Sell	-5,216	Closed	-$213K	–	64
2023 Q1	$213K	Sell	5,216 -885	-15%	-$38.2K	0.28%	56
2022 Q4	$313K	Buy	6,101 +11	+0.2%	+$527	0.45%	46
2022 Q3	$266K	Buy	6,090 +13	+0.2%	+$632	0.42%	52
2022 Q2	$319K	Sell	6,077 -1,694	-22%	-$86.3K	0.5%	48
2022 Q1	$402K	Buy	7,771 +22	+0.3%	+$1.14K	0.53%	48
2021 Q4	$458K	Buy	+7,749	New	+$384K	0.59%	44

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

Sage Investment Advisers's PFE Position: Q2 2026 in Review

Sage Investment Advisers increased its Pfizer (PFE) stake by 4.9% in Q2 2026, buying an estimated $14.2K and bringing the position to 11,661 shares worth $281K. The position accounts for 0.19% of the portfolio, ranked #82.

Sage Investment Advisers first reported a position in PFE in Q4 2021 and has held it in 13 quarters since. The position peaked at $458K in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Sage Investment Advisers held 11,661 shares of Pfizer worth $281K as of Q2 2026.
Sage Investment Advisers bought 542 Pfizer shares in Q2 2026, an estimated $14.2K.
Pfizer made up 0.19% of Sage Investment Advisers's portfolio in Q2 2026, its #82 holding.
Sage Investment Advisers first reported a position in Pfizer in Q4 2021 and has held it in 13 quarters since.
Sage Investment Advisers's Pfizer position peaked at $458K in Q4 2021.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.