Strata Wealth Advisors’s Pfizer PFE Stock Holding History

Strata 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 Q3	$301K	Buy	10,544 +260	+3%	+$6.92K	0.07%	77
2026 Q2	$248K	Sell	10,284 -716	-7%	-$18.7K	0.06%	86
2026 Q1	$309K	Buy	11,000 +639	+6%	+$17K	0.08%	71
2025 Q4	$258K	Sell	10,361 -277	-3%	-$6.98K	0.07%	79
2025 Q3	$271K	Sell	10,638 -54	-0.5%	-$1.33K	0.07%	84
2025 Q2	$259K	Buy	+10,692	New	+$249K	0.07%	68
2025 Q1	–	Sell	-15,162	Closed	-$402K	–	75
2024 Q4	$402K	Buy	15,162 +3,897	+35%	+$106K	0.13%	55
2024 Q3	$326K	Buy	+11,265	New	+$329K	0.1%	58

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Strata Wealth Advisors's PFE Position: Q3 2026 in Review

Strata Wealth Advisors increased its Pfizer (PFE) stake by 2.5% in Q3 2026, buying an estimated $6.92K and bringing the position to 10,544 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #77.

Strata Wealth Advisors first reported a position in PFE in Q3 2024 and has held it in 8 quarters since. The position peaked at $402K in Q4 2024. 681 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Strata Wealth Advisors held 10,544 shares of Pfizer worth $301K as of Q3 2026.
Strata Wealth Advisors bought 260 Pfizer shares in Q3 2026, an estimated $6.92K.
Pfizer made up 0.07% of Strata Wealth Advisors's portfolio in Q3 2026, its #77 holding.
Strata Wealth Advisors first reported a position in Pfizer in Q3 2024 and has held it in 8 quarters since.
Strata Wealth Advisors's Pfizer position peaked at $402K in Q4 2024.
681 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.