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Sterling Investment Advisors (Pennsylvania)’s Pfizer PFE Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$3.45M Buy
143,333
+18,581
+15% +$486K 0.58% 52
2026
Q1 		$3.5M Buy
124,752
+27,192
+28% +$724K 0.63% 51
2025
Q4 		$2.43M Buy
97,560
+5,000
+5% +$126K 0.45% 65
2025
Q3 		$2.36M Buy
92,560
+11,334
+14% +$280K 0.46% 64
2025
Q2 		$1.97M Buy
81,226
+4,644
+6% +$108K 0.43% 67
2025
Q1 		$1.94M Buy
76,582
+68,767
+880% +$1.8M 0.47% 62
2024
Q4 		$207K Buy
+7,815
New +$212K 0.05% 156
2023
Q4 		– Sell
-47,155
Closed -$1.56M – 139
2023
Q3 		$1.56M Sell
47,155
-4,344
-8% -$154K 0.55% 59
2023
Q2 		$1.89M Sell
51,499
-1,762
-3% -$68.6K 0.62% 51
2023
Q1 		$2.17M Sell
53,261
-396
-0.7% -$17.1K 0.73% 48
2022
Q4 		$2.75M Sell
53,657
-3,055
-5% -$146K 0.98% 36
2022
Q3 		$2.48M Buy
56,712
+82
+0.1% +$3.98K 0.93% 32
2022
Q2 		$2.97M Buy
56,630
+4,489
+9% +$229K 1.02% 30
2022
Q1 		$2.7M Sell
52,141
-1,275
-2% -$66.2K 0.77% 43
2021
Q4 		$3.15M Buy
53,416
+226
+0.4% +$11.2K 0.89% 34
2021
Q3 		$2.29M Sell
53,190
-205
-0.4% -$9.08K 0.68% 48
2021
Q2 		$2.09M Buy
53,395
+1,270
+2% +$49.4K 0.61% 54
2021
Q1 		$1.89M Sell
52,125
-74
-0.1% -$2.63K 0.61% 56
2020
Q4 		$1.92M Buy
52,199
+584
+1% +$21.4K 0.65% 53
2020
Q3 		$1.8M Buy
51,615
+895
+2% +$31.4K 0.69% 46
2020
Q2 		$1.57M Buy
50,720
+5,142
+11% +$175K 0.65% 52
2020
Q1 		$1.41M Buy
45,578
+6,709
+17% +$229K 0.75% 41
2019
Q4 		$1.44M Buy
38,869
+3,048
+9% +$109K 0.66% 47
2019
Q3 		$1.22M Buy
35,821
+13
+0% +$473 0.62% 48
2019
Q2 		$1.47M Sell
35,808
-1,938
-5% -$77K 0.75% 44
2019
Q1 		$1.52M Buy
37,746
+32,674
+644% +$1.31M 0.77% 45
2018
Q4 		$210K Buy
5,072
+10
+0.2% +$415 0.12% 105
2018
Q3 		$212K Buy
5,062
+10
+0.2% +$385 0.11% 112
2018
Q2 		$173K Buy
5,052
+12
+0.2% +$410 0.1% 114
2018
Q1 		$170K Buy
5,040
+12
+0.2% +$413 0.1% 111
2017
Q4 		$173K Buy
5,028
+12
+0.2% +$409 0.11% 115
2017
Q3 		$170K Sell
5,016
-611
-11% -$19.6K 0.11% 110
2017
Q2 		$179K Buy
5,627
+740
+15% +$23.3K 0.12% 109
2017
Q1 		$159K Buy
4,887
+941
+24% +$29.7K 0.11% 107
2016
Q4 		$122K Buy
+3,946
New +$120K 0.1% 106

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PFE Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its Pfizer (PFE) stake by 15% in Q2 2026, buying an estimated $486K and bringing the position to 143,333 shares worth $3.45M. The position accounts for 0.58% of the portfolio, ranked #52.

Sterling Investment Advisors (Pennsylvania) first reported a position in PFE in Q4 2016 and has held it in 35 quarters since. The position peaked at $3.5M in Q1 2026. 1,151 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 143,333 shares of Pfizer worth $3.45M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 18,581 Pfizer shares in Q2 2026, an estimated $486K.
  • Pfizer made up 0.58% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #52 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Pfizer in Q4 2016 and has held it in 35 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Pfizer position peaked at $3.5M in Q1 2026.
  • 1,151 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.