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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Strata Wealth Advisors's PFE Position: Q1 2026 in Review

Strata Wealth Advisors increased its Pfizer (PFE) stake by 6.2% in Q1 2026, buying an estimated $17K and bringing the position to 11,000 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #71.

Strata Wealth Advisors first reported a position in PFE in Q3 2024 and has held it in 6 quarters since. The position peaked at $402K in Q4 2024. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Strata Wealth Advisors held 11,000 shares of Pfizer worth $309K as of Q1 2026.
  • Strata Wealth Advisors bought 639 Pfizer shares in Q1 2026, an estimated $17K.
  • Pfizer made up 0.08% of Strata Wealth Advisors's portfolio in Q1 2026, its #71 holding.
  • Strata Wealth Advisors first reported a position in Pfizer in Q3 2024 and has held it in 6 quarters since.
  • Strata Wealth Advisors's Pfizer position peaked at $402K in Q4 2024.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.