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Strategies Wealth Advisors’s Pfizer PFE Stock Holding History

Strategies 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 		$227K Sell
9,439
-23
-0.2% -$602 0.02% 184
2026
Q1 		$266K Sell
9,462
-402
-4% -$10.7K 0.03% 151
2025
Q4 		$246K Sell
9,864
-287
-3% -$7.24K 0.02% 165
2025
Q3 		$259K Sell
10,151
-235
-2% -$5.8K 0.03% 160
2025
Q2 		$252K Buy
10,386
+96
+0.9% +$2.24K 0.03% 159
2025
Q1 		$261K Buy
+10,290
New +$269K 0.03% 148

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

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

Strategies Wealth Advisors reduced its Pfizer (PFE) stake by 0.24% in Q2 2026, selling an estimated $602 and leaving 9,439 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #184.

Strategies Wealth Advisors first reported a position in PFE in Q1 2025 and has held it in 6 quarters since. The position peaked at $266K in Q1 2026. 2,836 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Strategies Wealth Advisors held 9,439 shares of Pfizer worth $227K as of Q2 2026.
  • Strategies Wealth Advisors sold 23 Pfizer shares in Q2 2026, an estimated $602.
  • Pfizer made up 0.02% of Strategies Wealth Advisors's portfolio in Q2 2026, its #184 holding.
  • Strategies Wealth Advisors first reported a position in Pfizer in Q1 2025 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Pfizer position peaked at $266K in Q1 2026.
  • 2,836 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.