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Strategic Wealth Advisors’s Pfizer PFE Stock Holding History

Strategic 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 		$44K Sell
1,775
-323
-15% -$8.45K 0.04% 107
2026
Q1 		$58K Buy
2,098
+323
+18% +$8.6K 0.05% 94
2025
Q4 		$44K Buy
+1,775
New +$44.8K 0.04% 107

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

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

Strategic Wealth Advisors reduced its Pfizer (PFE) stake by 15% in Q2 2026, selling an estimated $8.45K and leaving 1,775 shares worth $44K. The position accounts for 0.04% of the portfolio, ranked #107.

Strategic Wealth Advisors first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $58K in Q1 2026. 2,820 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Strategic Wealth Advisors held 1,775 shares of Pfizer worth $44K as of Q2 2026.
  • Strategic Wealth Advisors sold 323 Pfizer shares in Q2 2026, an estimated $8.45K.
  • Pfizer made up 0.04% of Strategic Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • Strategic Wealth Advisors first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Advisors's Pfizer position peaked at $58K in Q1 2026.
  • 2,820 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.