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SOA Wealth Advisors’s Pfizer PFE Stock Holding History

SOA 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 		$144K Sell
5,991
-1,481
-20% -$38.7K 0.02% 248
2026
Q1 		$210K Buy
7,472
+1,074
+17% +$28.6K 0.04% 192
2025
Q4 		$159K Sell
6,398
-638
-9% -$16.1K 0.03% 230
2025
Q3 		$179K Sell
7,036
-808
-10% -$19.9K 0.03% 214
2025
Q2 		$190K Sell
7,844
-372
-5% -$8.68K 0.04% 202
2025
Q1 		$208K Sell
8,216
-1,121
-12% -$29.3K 0.04% 182
2024
Q4 		$248K Sell
9,337
-726
-7% -$19.7K 0.05% 160
2024
Q3 		$291K Buy
10,063
+160
+2% +$4.67K 0.06% 149
2024
Q2 		$277K Sell
9,903
-5,260
-35% -$145K 0.06% 147
2024
Q1 		$421K Buy
15,163
+1,595
+12% +$44.3K 0.09% 119
2023
Q4 		$391K Sell
13,568
-4,833
-26% -$146K 0.09% 117
2023
Q3 		$610K Sell
18,401
-259
-1% -$9.16K 0.15% 81
2023
Q2 		$684K Sell
18,660
-626
-3% -$24.4K 0.16% 73
2023
Q1 		$787K Buy
19,286
+4,396
+30% +$190K 0.19% 66
2022
Q4 		$763K Sell
14,890
-273
-2% -$13.1K 0.21% 65
2022
Q3 		$663K Buy
15,163
+230
+2% +$11.2K 0.2% 69
2022
Q2 		$782K Sell
14,933
-190
-1% -$9.68K 0.23% 66
2022
Q1 		$782K Buy
15,123
+496
+3% +$25.7K 0.19% 78
2021
Q4 		$854K Buy
14,627
+70
+0.5% +$3.47K 0.21% 71
2021
Q3 		$626K Buy
14,557
+2,024
+16% +$89.7K 0.16% 84
2021
Q2 		$490K Sell
12,533
-1,776
-12% -$69.1K 0.13% 107
2021
Q1 		$518K Buy
14,309
+37
+0.3% +$1.31K 0.14% 92
2020
Q4 		$495K Buy
+14,272
New +$524K 0.13% 88

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

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

SOA Wealth Advisors reduced its Pfizer (PFE) stake by 20% in Q2 2026, selling an estimated $38.7K and leaving 5,991 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #248.

SOA Wealth Advisors first reported a position in PFE in Q4 2020 and has held it in 23 quarters since. The position peaked at $854K in Q4 2021. 632 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • SOA Wealth Advisors held 5,991 shares of Pfizer worth $144K as of Q2 2026.
  • SOA Wealth Advisors sold 1,481 Pfizer shares in Q2 2026, an estimated $38.7K.
  • Pfizer made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #248 holding.
  • SOA Wealth Advisors first reported a position in Pfizer in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Pfizer position peaked at $854K in Q4 2021.
  • 632 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.