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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
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% -$6.99K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Strata Wealth Advisors reduced its Pfizer (PFE) stake by 6.5% in Q2 2026, selling an estimated $18.7K and leaving 10,284 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #86.

Strata Wealth Advisors first reported a position in PFE in Q3 2024 and has held it in 7 quarters since. The position peaked at $402K in Q4 2024. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Strata Wealth Advisors held 10,284 shares of Pfizer worth $248K as of Q2 2026.
  • Strata Wealth Advisors sold 716 Pfizer shares in Q2 2026, an estimated $18.7K.
  • Pfizer made up 0.06% of Strata Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Strata Wealth Advisors first reported a position in Pfizer in Q3 2024 and has held it in 7 quarters since.
  • Strata Wealth Advisors's Pfizer position peaked at $402K in Q4 2024.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.