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Sax Wealth Advisors’s Pfizer PFE Stock Holding History

Sax 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 		$356K Sell
12,687
-7,503
-37% -$196K 0.01% 412
2026
Q1 		$503K Hold
20,190
– – 0.02% 290
2025
Q4 		$503K Buy
20,190
+102
+0.5% +$2.57K 0.02% 296
2025
Q3 		$512K Buy
20,088
+723
+4% +$17.8K 0.03% 267
2025
Q2 		$469K Buy
19,365
+8,066
+71% +$188K 0.03% 267
2025
Q1 		$286K Buy
11,299
+304
+3% +$7.96K 0.02% 302
2024
Q4 		$292K Buy
10,995
+1,630
+17% +$44.2K 0.02% 269
2024
Q3 		$271K Sell
9,365
-1,368
-13% -$39.9K 0.02% 233
2024
Q2 		$300K Buy
+10,733
New +$295K 0.03% 207
2024
Q1 		– Sell
-8,226
Closed -$237K – 211
2023
Q4 		$237K Buy
8,226
+1,251
+18% +$37.8K 0.04% 167
2023
Q3 		$231K Buy
6,975
+1,055
+18% +$37.3K 0.05% 161
2023
Q2 		$217K Hold
5,920
– – 0.04% 159
2023
Q1 		$242K Sell
5,920
-164
-3% -$7.08K 0.05% 152
2022
Q4 		$312K Sell
6,084
-598
-9% -$28.7K 0.07% 130
2022
Q3 		$292K Buy
6,682
+50
+0.8% +$2.43K 0.08% 133
2022
Q2 		$348K Buy
6,632
+325
+5% +$16.6K 0.09% 126
2022
Q1 		$326K Sell
6,307
-2,662
-30% -$138K 0.08% 136
2021
Q4 		$530K Buy
8,969
+1,962
+28% +$97.2K 0.11% 114
2021
Q3 		$301K Sell
7,007
-609
-8% -$27K 0.07% 133
2021
Q2 		$298K Buy
+7,616
New +$296K 0.1% 122

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

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

Sax Wealth Advisors reduced its Pfizer (PFE) stake by 37% in Q2 2026, selling an estimated $196K and leaving 12,687 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #412.

Sax Wealth Advisors first reported a position in PFE in Q2 2021 and has held it in 20 quarters since. The position peaked at $530K in Q4 2021. 638 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Sax Wealth Advisors held 12,687 shares of Pfizer worth $356K as of Q2 2026.
  • Sax Wealth Advisors sold 7,503 Pfizer shares in Q2 2026, an estimated $196K.
  • Pfizer made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #412 holding.
  • Sax Wealth Advisors first reported a position in Pfizer in Q2 2021 and has held it in 20 quarters since.
  • Sax Wealth Advisors's Pfizer position peaked at $530K in Q4 2021.
  • 638 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.